Financial Advisor for Special Needs

  • Updated 2 months ago
  • 522 5th Ave 11th Floor, New York, NY 10036
  • Special Needs Financial Planners

About Financial Advisor for Special Needs

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!

Services

Age ranges served

All ages

Care options

Working hours

Closed

9:00 am - 6:00 pm

  • Monday

    9:00 am - 6:00 pm
  • Tuesday

    9:00 am - 6:00 pm
  • Wednesday

    9:00 am - 6:00 pm
  • Thursday

    9:00 am - 6:00 pm
  • Friday

    9:00 am - 5:00 pm
  • Saturday

    Closed all day
  • Sunday

    Closed all day
  • Local time

    04/02/2025 9:04 pm

Languages

  • English

Insurance Carriers

Ask and clarify before starting!

Company Management

Office address

522 5th Ave 11th Floor, New York, NY 10036, USA

Information

City:

New York,NY

Supported providers:

292

Zip code:

10036

Supported providers:

6

State:

NY

Supported providers:

More details about providers

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