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Matthew G Ricks

Haystack Financial Planning

Matthew G Ricks

Haystack Financial Planning

Matthew G Ricks

Haystack Financial Planning

Profession LogoFINANCIAL PLANNER

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 PLANNER™professional and fiduciary that operates on a fee-only basis.

Firm Description

Haystack Financial Planning is focused on serving the financial needs of people with disabilities. We work with clients' to allow them to focus more on living the life they want to lead. We are fiduciaries that operate on a fee-only basis.

Hours

Day From To
Monday By Appointment Only
Tuesday By Appointment Only
Wednesday By Appointment Only
Thursday By Appointment Only
Friday By Appointment Only

Cost

What Is a Special Needs Planner?

Main Office

233 E 69th St
New York, NY 10021

On the web

View Firm Website

Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts