Special Needs Planners serving Needham, MA

Trust Administrator Joan McGrath Coulter's Profile

Joan McGrath Coulter View Profile  

PLAN of Massachusetts and Rhode Island, Inc.
50 Cabot Street
Suite 206
Needham, MA 02494

Profession LogoTRUST ADMINISTRATOR

Executive Director Joan McGrath Coulter has more than 25 years’ experience in professional accounting and finance and celebrates her twelfth anniversary with PLAN this year. More »


Browse Special Needs Planners nearby

 

Are you a Special Needs Planner in Needham, MA? Get listed.

Needham, MA

CONTACT A PLANNER IN NEEDHAM, MA

Tell us about your issue and we will put you in touch with a special needs planner from Needham, MA

   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.