Financial Planning

Harbor Investment Advisory – The Curran Knittle Group

Monty Knittle, James W. Curran(They focus on Special needs planning)

1847 Financial

Patrick Bergmaier CFP CH SNC Financial planning for families who have loved ones with Autism and other disabilities

Merrill Lynch Pierce, Fenner & Smith Inc.

Brittney Yanchek, Branden Sacks(They focus on Special Needs fin. planning)