BBB Accredited Business Profile

KMD's Money Management Place

KMD's Money Management Place

(650) 595-4933

KMD's Money Management Place

38 years in business
1501 El Camino Real Ste E
Belmont, CA 94002-3946
Fax Numbers
  • (650) 595-8753
Additional Phone Numbers
  • (650) 595-4972
  • (530) 672-1580
Additional Email Addresses
BBB File Opened: 05/27/1994
Business Started: 11/01/1979
Business Started Locally: 11/01/1979
Business Incorporated: 12/08/2008 in CA
Type of Entity
Business Management
  • Ms. Kathleen M. Dolan, CEO
  • Mr. Charlie Dolan, COO
Business Category
  • Financial Services
  • No License Required Financial Consultants
  • Accountant
  • Accounting
  • Bookkeeping Services
  • Business Consultant
  • Credit and Debt Counseling
  • Payroll Services
  • Tax Return Preparation
  • Tax Consultant

Alternate Business Names
  • KMD Financial Services, Inc.
  • KMD-Taxes-Budgets & Books
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 
BBB accredited business



This company offers financial training, counseling and coaching for business, personal and teens. Offering software products and programs for empowerment of financial budgeting and living within your means utilizing the concept of awareness and choice.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

T: 9:00 AM-4:00 PM
W: 9:00 AM-4:00 PM
Th: 9:00 AM-4:00 PM
Mondays and Fridays by appointment, and on the first Saturday of each month from 10AM to 2PM.
Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

KMD's Money Management Place

KMD's Money Management Place


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