Special Needs Answers
Old Castle Financial Advisors
For the entirety of my career, I have dedicated myself to providing top-notch financial advice and service to my clients in the financial services industry.
Special Needs Wealth Planning
As the son of a college professor (Dr. Herbert Ringel, PhD, Physics), Michael’s passion for teaching began at a very early age. While his father wanted him to pursue the same noble profession, Michael’s mathematical mind and entrepreneurial spirt led him down a different path... (read more)
ACT for Life Services
Bio coming soon!
The Cormac McEnery Law Firm
An active advocate for the rights and welfare of senior citizens, Cormac McEnery is well-respected in his areas of practice. He regularly speaks on elder law and estate planning topics.
Miriam Davidson Esq.
For more than 25 years, Miriam Davidson, Esq. has been dedicated to providing skilled and caring representation on legal, financial and care matters to protect your rights and interests and those you love.
Morgan Stanley
One in five people in the U.S. will have some type of special need or disability in their lifetime, according to the USDA. Whether Down syndrome, autism or a genetic disorder, it may affect their entire lives without the hope of a cure.
The Apex Point Group at Morgan Stanley
Jeffrey S. Embree is a First Vice President and Advisor within the Wealth Management Division of Morgan Stanley and a founding partner of the Apex Point Group, with team offices in New York, New York and Boca Raton, Florida.
Haystack Financial Planning
Matt is the President of Haystack Financial Planning, a firm focused on serving the special needs community. He takes a holistic view of clients' financial life to create a sense of security that allows them to focus more on living the life they want to lead.
For the entirety of my career, I have dedicated myself to providing top-notch financial advice and service to my clients in the financial services industry. To help ensure that I am at the pinnacle of my industry, I have completed my Ph.D. in Financial and Retirement Planning at The American College. I hold a Master of...
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As the son of a college professor (Dr. Herbert Ringel, PhD, Physics), Michael’s passion for teaching began at a very early age. While his father wanted him to pursue the same noble profession, Michael’s mathematical mind and entrepreneurial spirt led him down a different path. After pursuing his CPA and MBA...
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An active advocate for the rights and welfare of senior citizens, Cormac McEnery is well-respected in his areas of practice. He regularly speaks on elder law and estate planning topics. Practice areas: Asset protection Elder law Healthcare proxies and living wills Estate litigation Estate planning Medicaid eligibility...
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For more than 25 years, Miriam Davidson, Esq. has been dedicated to providing skilled and caring representation on legal, financial and care matters to protect your rights and interests and those you love. We can help individuals protect themselves before an accident, disability, illness or death occurs. This way, your...
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One in five people in the U.S. will have some type of special need or disability in their lifetime, according to the USDA. Whether Down syndrome, autism or a genetic disorder, it may affect their entire lives without the hope of a cure. Or it may develop due to an accident, catastrophic illness and cognitive decline fr...
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Jeffrey S. Embree is a First Vice President and Advisor within the Wealth Management Division of Morgan Stanley and a founding partner of the Apex Point Group, with team offices in New York, New York and Boca Raton, Florida. A dedicated learner throughout his career and a passionate industry impactor, Jeff is a member...
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Matt is the President of Haystack Financial Planning, a firm focused on serving the special needs community. He takes a holistic view of clients' financial life to create a sense of security that allows them to focus more on living the life they want to lead. Matt is a CERTIFIED FINANCIAL PLANNE...
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