Special Needs Planners serving New Haven, CT

Financial Planner Charles Bergamo  J.D., ChFC, CLU, ChSNC's Profile

Charles Bergamo J.D., ChFC, CLU, ChSNC View Profile  

Northwestern Mutual
555 Long Wharf Drive
Lobby Level
New Haven, CT 06511

Profession LogoFINANCIAL PLANNER

Planning for a dependent with special needs can be complicated. It is recommended that you work with a team of experts - including an attorney, a financial professional and a social service professional. More »


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   I understand that by contacting a lawyer or a law firm through the Academy of Special Needs Planners, I will not create an attorney-client relationship and the message will not necessarily be treated as privileged or confidential. I also understand that if I contact a non-attorney member of the Academy, whether a financial planner, trustee or other non-attorney, that such contact does not by itself mean that the professional has been retained and that communications with the member may not be treated as privileged or confidential.