Special Needs Planners near Woburn, MA

Financial Planner Cynthia Haddad, CFP ®'s Profile

Cynthia Haddad, CFP ® View Profile  

Shepherd Financial Partners
1004 Main Street
Winchester, MA 01890

Profession LogoFINANCIAL PLANNER

Cynthia R. Haddad, Wealth Advisor CFP® Director, Special Needs Financial Planning Cindy is a committed and vital partner to families planning the lifelong care for their family member with special needs. More »


Financial Planner John Nadworny, CFP ®, CTFA, CLU, ChFc's Profile

John Nadworny, CFP ®, CTFA, CLU, ChFc View Profile  

Shepherd Financial Partners
1004 Main Street
Winchester, MA 01890

Profession LogoFINANCIAL PLANNER

John Nadworny,Wealth Advisor,CFP® Director, Special Needs Planning John creates options and builds solutions for families with complex life situations. More »


Financial Planner Alexandria Nadworny, CFP ®'s Profile

Alexandria Nadworny, CFP ® View Profile  

Shepherd Financial Partners
1004 Main Street
Winchester, MA 01890

Profession LogoFINANCIAL PLANNER

Alex Nadworny, Wealth Advisor,CFP® Alex joins SFP as a wealth advisor and a member of the Special Needs Planning group. In addition to her formal experience in the financial services industry, she grew up with and now joins her father, John, in his financial advisory practice. More »


Attorney Harry Margolis's Profile

Harry Margolis View Profile  

Margolis & Bloom
535 Boylston Street
8th Floor
Boston, MA 02116

Profession LogoATTORNEY

Harry S. Margolis founded ElderLaw Services, the predecessor of Margolis & Bloom in June 1987. Prior to that he was an associate with Palmer & Dodge in Boston. He is a graduate of Swarthmore College and the New York University School of Law. More »


Attorney Jeffrey Bloom's Profile

Jeffrey Bloom View Profile  

Margolis & Bloom
535 Boylston Street
8th Floor
Boston, MA 02116

Profession LogoATTORNEY

Jeffrey A. Bloom sees clients in our Boston, Framingham, Dedham, and Woburn offices. More »


Attorney Rebecca Benson's Profile

Rebecca Benson View Profile  

Margolis & Bloom
535 Boylston Street
8th Floor
Boston, MA 02116

Profession LogoATTORNEY

Rebecca J. Benson is Of Counsel to Margolis & Bloom. Since 1991, her practice has focused exclusively on estate planning, Medicaid eligibility, planning for beneficiaries with special needs, and advocating for nursing home and assisted living residents. More »


Attorney Patricia D'Agostino's Profile

Patricia D'Agostino View Profile  

Margolis & Bloom
535 Boylston Street
8th Floor
Boston, MA 02116

Profession LogoATTORNEY

Patricia C. D'Agostino is a member of the National Academy of Elder Law Attorneys, the American Bar Association, the Massachusetts Bar Association and the Boston Bar Association. More »


Attorney Steven Cohen's Profile

Steven Cohen View Profile  

Pabian & Russell LLC
1 International Plaza
8th Floor
Boston, MA 02110

Profession LogoATTORNEY

Steven M. Cohen is a partner at Pabian & Russell, LLC, leading the firm's elder law group. Mr. Cohen is one of Greater Boston's most noted elder attorneys, working for the elderly and disabled. More »


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