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Reviews
Top review highlights
Pros
1
Highly knowledgeable and experienced in special needs planning
“Katie is one of the smartest and most dedicated individuals to improving the lives of those with disabilities. She has assembled an incredible team of experts to help with all the needs of our families.”
2
Compassionate and understanding approach
“The entire team at Clancy & Associates is wonderful to work with. In addition to being experts in the field, they were organized, communicative and so very kind and compassionate.”
3
Thorough and comprehensive services
“Katie and her team worked with us to create estate plans, wills, and a special needs trust for our then 13-year-old. Katie Clancy is smart, trustworthy and an excellent listener. She made the process easy by gathering information in advance and clearly walking us through our options.”
4
Timely and efficient
“Katie set out a timetable to get the job done and then exceeded our expectations. It was great working with Violet, very professional and friendly.”
5
Highly recommended by clients and professionals
“As the head of an Advocacy firm, I often refer Clancy and Associates to our families. The response is always extremely positive.”
Cons
1
Lack of responsiveness in some cases
“Did not return my phone call at all. I tried to contact the”
