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Financial Advisor for Special Needs

UPDATED: September 10, 2018

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.

  • Languages:
  • English
  • Spanish
  • Chinese
  • Portuguese
  • Insurances Accepted:
  • Call for Fee
  • N/A

Address:

522 Fifth Ave
15th Floor
New York City, NY 10036
United States

Phone:

(212) 296-0370

Email:

Joshua.Berman@MorganStanley.com

Contact:

Joshua Berman

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