AJ Peters Associates

More Info

Daily Money Manager, Certified Senior Advisor, Mobile Notary

General Info

A.J. Peters Associates, LLC provides daily money management and mobile notary public services. We aim to provide these services to allow our clients to remain independent, travel, or capture extra time for family, self and business. This is provided with a spirit of professionalism, efficiency and honesty. Ancilma J. Peters, CSA has been providing daily money management services for more than six years and has worked with estates and trusts attorneys for more than seven years. Her community service volunteering with diverse populations was the seed of her entering the field of daily money management. What is a Daily Money Manager? A Daily Money Manager (DMM) is a professional who provides assistance with personal daily financial matters (i.e., paying bills, making bank deposits, reconciling check book, collating tax records, medical claims, etc.). A DMM is not a certified public accountant or tax attorney and does not provide tax or legal advice, unless they are educated and licensed in those professions. For more information on Daily Money Managers, please contact the American Association of Daily Money Managers at 1-877-326-5991 or www.aadmm.com What is a Certified Senior Advisor? A Certified Senior Advisor (CSA) is a professional who has undergone a comprehensive course through the Society of Certified Advisors. Professionals from various disciplines obtain this designation in order to be more aware of the social, financial and health needs

Extra Phones

DC: (202) 536-4240

MD: (301) 841-7672

AKA

AJ Peters Associates LLC

Category

Assisted Living & Elder Care Services

Reviews

Details

Phone: (703) 738-4600

Address: 1660 International Dr Ste 400, Mc Lean, VA 22102