Special Needs Planners near Turlock, CA

Financial Planner Scott  MacDonald 's Profile

Scott MacDonald View Profile  

Merrill Lynch Special Needs Team
801 10th Street
7th Floor - Suite 1
Modesto, CA 95354

Profession LogoFINANCIAL PLANNER

Scott MacDonald is a Senior Vice President-Wealth Management, Senior Financial Advisor and earned the Certified Special Needs Advisor designation. Mr. MacDonald also earned the Senior Portfolio Manager designation in the PIA Program. He has been with Merrill Lynch over 28 years. More »


Attorney Ann Marshall Robbeloth 's Profile

Ann Marshall Robbeloth View Profile  

Law Offices of Ann Marshall Robbeloth
2391 The Alameda
Suite 205
Santa Clara, CA 95050

Profession LogoATTORNEY

Ann Marshall Robbeloth, JD, MSW, has been working in the fields of Estate Planning, Conservatorship and Elder Law since 1997. She has built her practice around the idea that planning for the future must incorporate the unique qualities of each client. More »


Attorney Sheri  Sudweeks 's Profile

Sheri Sudweeks View Profile  

Sugai & Sudweeks, LLP
200 South Santa Cruz Avenue
Suite 100
Los Gatos, CA 95030

Profession LogoATTORNEY

Sheri Sudweeks is a partner in the law firm of Sugai & Sudweeks, LLP. Ms. Sudweeks has focused her practice on special needs planning and trust administration, conservatorships, guardianships, and estate planning. More »


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Turlock, CA


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