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I'm looking for a financial planner, preferably fee-only, who is well-versed in Special Needs planning. Local would be nice, but in this virtual era (zoomopocene?), not necessary.
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Our special needs attorney recommended James Bassett (with Edward Jones) in Danville and he has been managing a special needs trust for us for the past few years. We have been very happy with him.
James Bassett | Danville CA Financial Advisor | Edward Jones