THE SPECIAL NEEDS TEAM LLC

Basic Information

Company Slogan: WE SEE AND HELP MAXIMIZE ABILITIES
Director: DANIEL AJELLO, ESQ AND LOUIS COOK, MRFC
Address: 1598 Richmond Ave, STATEN ISLAND, NY 10314
Services For:

NEW YORK AND NEW JERSEY

Phone Number: 718-494-3800
Fax Number: 718-494-3824
Office Hours: 9AM TO 3PM MONDAY THROUGH FRIDAY
Certification:

DANIEL AJELLO IS AN ATTORNEY WHO SPECIALIZES IN SPECIAL NEEDS PLANNING AND SPECIAL EDUCATION. OTHER AREAS OF SPECIALTY ARE ELDER PLANNING, LIFE PLANNING, MEDICAID PLANNING, AND ESTATE PLANNING. PRACTICING IN HIS FIELD FOR OVER 20 YEARS.

LOUIS COOK IS A MASTER REGISTERED FINANCIAL CONSULTANT (MRFC) WHO SPECIALIZES IN SPECIAL NEEDS PLANNING AND ELDER PLANNING. OTHER AREAS OF SPECIALTY ARE MEDICAID PLANNING, SSI, SSDI, LIFE AND ESTATE PLANNING. PRACTICING IN HIS FIELD FOR OVER 20 YEARS.

LOUIS COOK IS ALSO: CERTIFIED IN LONG TERM CARE (CLTC), LIFE UNDERWRITER TRAINING COUNCIL FELLOW (LUTCF), AND A CERTIFIED SENIOR ADVISOR (CSA)

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Additional Information

Membership in Organizations:

DANIEL AJELLO IS A MEMBER OF THE NEW YORK BAR ASSOCIATION.

LOUIS COOK IS A MEMEBER OF THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS (NAIFA). ALSO A MEMBER OF THE INTERNATIONAL ASSOCIATION OF REGISTERED FINANCIAL CONSULTANTS (IARFC)

Area of Focus/Practice Interest:

LIFE PLANNING FOR THE ELDERLY AND PARENTS THAT CHILDREN OR DEPENDENTS WITH SPECIAL NEEDS.

Client Age Group: ANY AGE
Education/Training:

DANIEL AJELLO, ESQ -ST. JOHNS UNIVERSITY

LOUIS COOK, AMERICAN COLLEGE

Professional Work Setting:

APPOINTMENTS ARE CONDUCTED IN OUR OFFICE, BY PHONE, OR INTERNET.

Services Provided:

PROFESSIONAL LEGAL SERVICES BY DANIEL AJELLO ATTORNEY AT LAW.

PROFESSIONAL FINANCIAL SERVICES BY LOUIS COOK, LUTCF, CLTC, CSA, MRFC.

Philosophy/Belief Statement:

WE SEE AND HELP MAXIMIZE ABILITIES

Notes/Information:

EVERY CASE REQUIRES IN DEPTH DISCOVERY, INTAKE, AND FACT FINDING BEFORE ANY RECOMMENDATIONS ARE MADE. PLANNING IS A PROCESS NOT A PURCHASE. IT TAKES TIME AND EFFORT BY BOTH THE CLIENT AND THE PROFESSIONAL TO ACHIEVE THE BEST POSSIBLE RESULTS.