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Financial Advisor for Special Needs

New York, NY 10036 Save

About

Financial Advisor for Special Needs is a certified team of special needs advisors, Chartered Retirement Plan Counselors, and Chartered Retirement Plan Specialists with Morgan Stanley. We specialize in helping parents of special needs children plan their financial, legal, and social needs when providing for their loved one with a disability. Our team is dedicated to finding unique solutions to the wealth planning challenges that other families don't face. We provide families with the tools and techniques necessary to ensure ongoing care and government benefits, as well as balancing the needs of their special needs child with those of their other family members. Let us show you how we can help you plan for the future – contact us today! The information listed on this page is self-reported by the provider. Therapy Solutions does not verify credentials or endorse any provider. Always verify information directly with the provider. ← Browse all providers

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Self-pay & sliding scale

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Specialties

Special Needs Financial Planners

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