88938821
May 29, 2020
Financial planning; Financial planning consultation; Financial planning, namely, creating and implementing personalized financial planning strategies and plans for special needs individuals; Financial administration of special needs financial trusts; Financial trust planning; On-line financial planning services
Insurance and FinancialProviding case management services, namely, coordinating legal, medical, physical, social, personal care and psychological services for special needs individuals; Providing non-medical personal assistant services for others in the nature of planning, organizing, coordinating, arranging and assisting individuals to perform daily tasks
Personal