Providing daily money management for seniors, busy professionals and others in Addison County, VT

Mary Conlon provides a wide range of personal business assistance to clients who have difficulty with, or lack the time needed for, their day-to-day finances. With confidentiality, honesty and integrity, Mary Conlon offers services tailored to meet individual needs, whether the client is an elder in our community, a busy professional, or someone who lives part of the year in another state.

Mary’s goal is to bring peace of mind to clients and allow them to maintain independence by relieving the burden of the management of their day-to-day financial affairs. Mary Conlon is a member of the American Association of Daily Money Managers (www.aadmm.com), a membership organization committed to promoting high standards of client services provided by its members.

Mary Conlon holds a masters degree in administration and has worked extensively for nonprofit and corporate businesses in finance, accounting and administration.

Mary Conlon can be reached at mconlon@shoreham.net or by calling 802-349-0512.

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