- All ages
Financial Advisor for Special Needs
Special Needs Financial Planners
- Address: 522 Fifth Ave 11th Floor | New York City, NY 10036
- Rating: 4.31 (7 reviews)
Insurances: | No info provided |
Ages Served: |
All ages
|
Care Settings: | No info provided |
About Financial Advisor for Special Needs
Certified Special Needs Advisor, Chartered Retirement Plan Counselor and Chartered Retirement Plan Specialist with Morgan Stanley. Our team specializes in working with parents of special needs children in assisting families with the financial, legal, and social issues they face when providing for a loved one with a disability. We understand the unique wealth planning challenges that other families don't. We help you with the tools and techniques available to help ensure continuing care, preserving government benefits, and balancing the needs of your other family members with those of your loved one with special needs. We would love the opportunity to introduce you to our service.
Services
Age Ranges Served
Help Other Families
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Practice Names
- Morgan Stanley Financial Advisors
Languages
- English
522 Fifth Ave 11th Floor, NY, 10036
Get in Contact
- (212) 603-6100
Reviews
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google review
17 September 2023
google review
17 March 2020
yelp review
07 February 2019
google review
17 March 2017
google review
17 March 2016
google review
17 March 2015
google review
17 March 2014