Reviews

Top review highlights

Pros

Experienced and knowledgeable in special needs planning

“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.”

Compassionate and understanding of clients' unique situations

“The C&A team worked with us to create estate plans, wills, and a special needs trust for our then ”

Efficient and thorough in handling client matters

“Katie set out a timetable to get the job done and then exceeded our expectations.”

Highly recommended by both clients and other professionals

“As the head of an Advocacy firm, I often refer Clancy and Associates to our families. The response is always extremely positive.”

Excellent communication and client support

“They were professional and informative through the entire process. Highly recommend them, as there is a personal touch to their service.”

Cons

Lack of responsiveness to client inquiries

“Did not return my phone call at all. I tried to contact the”

Potential difficulty in handling certain types of cases

“Maybe my case was not what they are used to, but very unprofessional.....dont use this firm.”