- Matthew Sexton Clear Harbor Asset Management 1Stamford Plaza 15th Floor Stamford, CT 06901
- Cormac McEnery The Cormac McEnery Law Firm PLLC 562 City Island Avenue Bronx, NY 10464
- Michael Beloff, Belvedere Wealth Partners 181 Turn of River Road Suite 11 Stamford, CT 06905
- Mindy Neira, CFP®, CHSNC® Modera Wealth Management 56 Jefferson Ave. Westwood, NJ 07675
The Cormac McEnery Law Firm PLLC
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...
Belvedere Wealth Partners
Michael Beloff, CFP® is a Wealth Advisor at Belvedere Wealth Partners. Inspired by his son with Autism, Michael has become a Chartered Special Needs Consultant (ChSNC®) with extensive training and continuing education on the complex topics and particular challenges of caring for a dependent with special needs,...
Modera Wealth Management
The trust my clients place in me. My specialty focus area is with individuals and families who have planning needs related to disability or other medical conditions. I also partner with those who identify as Lesbian, Gay, Bisexual, Transgender, or Queer (LGBTQ). The elements of planning associated with both of my...