Financial Planner for Special Needs
I'm looking for a financial planner, preferably fee-only, who is well-versed in Special Needs planning. Local would be nice, but in this virtual era (zoomopocene?), not necessary.
Thanks!
Feb 2, 2021
I'm looking for a financial planner, preferably fee-only, who is well-versed in Special Needs planning. Local would be nice, but in this virtual era (zoomopocene?), not necessary.
Thanks!
Parent Replies
Our special needs attorney recommended James Bassett (with Edward Jones) in Danville and he has been managing a special needs trust for us for the past few years. We have been very happy with him.
James Bassett | Danville CA Financial Advisor | Edward Jones