Moller Financial Services
Category: Bank/Financial, Disability-Aware Business
Hours:
Monday through Friday
by appointment only
In coordination with overall financial planning, we have the compassion, expertise, and resources to work with families that have children with special needs. We can assist you in answering questions on the following topics:
- Legal documents such as Special Needs Trusts
- Guardianship
- Government benefits including SSI and Medicaid
- Planning for your child’s future and how it impacts your financial plan
We understand that every family’s circumstances are different and should be addressed in an individualized and comprehensive manner. Moller Financial will guide you through the appropriate steps that need to be taken in order to plan for your child’s future while working with you and other professionals that focus on special needs planning.
*Moller Financial Services does not approve or endorse any user review or “like” posted on this site. If you have any positive or negative experiences, we would appreciate hearing from you directly so we can better serve you and others.
Disability Aware Features:
- Offer products or services for people with disabilities
Disability Awareness: Welcoming, Friendly, Respectful, Helpful with assistance or accommodation, Physically accessible, Accessible Parking