Special Needs Planning Group - Santa Clara, California

Special Needs Planning Group is a financial planning firm that is dedicated to helping individuals and families with special needs. The company is located at 4633 Old Ironsides Dr Suite #436, Santa Clara, CA 95054, and can be reached by phone at 4086370242. You can also visit their website at specialneedsplanninggroup.com for more information.

One of the main specialties of Special Needs Planning Group is financial planning. They have a team of experts who understand the unique financial challenges that come with having a family member with special needs. They can help you create a financial plan that takes into account things like government benefits, trusts, and special needs savings accounts.

Special Needs Planning Group is committed to making their services accessible to everyone. Their office has a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. They also have a restroom available for all visitors. They recommend making an appointment to ensure that you have enough time to discuss your financial needs and goals.

The company has not yet received any reviews on Google My Business, so there is no average opinion rating available at this time. However, their commitment to accessibility and financial planning for individuals with special needs makes them a standout choice for anyone looking for financial planning services.

If you are looking for a financial planner who understands the unique needs of individuals with special needs, Special Needs Planning Group is an excellent choice. Their expertise, accessibility, and commitment to their clients make them a top choice for financial planning services. Be sure to visit their website at specialneedsplanninggroup.com to learn more and to schedule an appointment.