Reviews

Overall rating

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4.8 58 reviews

Stephanie clark

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22 Mar, 2023
We are busy parents of four boys, including one with special needs. It is a joy but can also be stressful as we are dealing with issues most people do not have experience with. Having the team at Clancy & Associates (C&A), Ltd. to navigate our family through the unique world of special-needs planning was invaluable. The C&A 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. We are so thankful to have her to guide us through this unique process. Her experience and knowledge are incomparable.
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Carol dimas

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22 Mar, 2023
As the head of an Advocacy firm, I often refer Clancy and Associates to our families. The response is always extremely positive. 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. I highly recommend them.
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Tim lankford

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22 Mar, 2023
Katie and her team of professionals are not only experts in their field but have personal experiences that bring forth their understanding, compassion, intimate knowledge. I was impressed with their timely response and turnaround as well and highly recommended them.
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Jamie martin

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22 Mar, 2023
Clancy and Associates handled my estate planning, which included planning for a child with special needs. They know all the right questions to ask so you can fully prepare your estate without missing a thing. I highly receommend Katie and her team
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Carolynn b

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22 Mar, 2023
Ms. Clancy is not only a consummate professional she understands first hand the intimate details, struggles and long term planning concerns of special needs families. Her team has an endless network of people from whom to draw on. Katie Clancy is simply put, passionate about making the best plans for her families and securing the futures of their children. You will find her to be both shrewd and compassionate. As a mental health professional Katie and her team are always the first place I refer families to.
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Shane mommsen

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25 Mar, 2022
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Mark nack

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19 Mar, 2022
The best Attorney you could ever wish for!
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Lisa oswald subido

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12 Oct, 2020
Vince Ruggiero is amazing.
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Lisa konick

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29 Sep, 2018
Katie is a trusted professional colleague who is committed to helping her clients better prepare for a successful and comfortable future. She is very knowledgeable in the special needs arena and well-connected to a solid group of talented professional in the field. I highly value her as a trusted referral source for my clients.
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Steve bilski

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20 Sep, 2018
I am Very Satisfied with Clancy And Associates! I was Very Nervous about planning for my Future! My son has Special Needs! Katie Clancy listened to all my concerns and told me about my options! She was professional and handled my estate in a timely fashion.
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