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AARP: Charlie Massimo Quoted in “ABLE Accounts Give Help for People With Disabilities”

Charlie Massimo

3 minutes

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Charlie Massimo, senior vice president and financial advisor at Wealth Enhancement Group was quoted by AARP in “ABLE Accounts Give Help for People With Disabilities.”

Some people may have conditions so severe that they cannot manage or open an ABLE account. “If you can’t do this yourself, you need a guardian to open it on your behalf,” Massimo says. “So it's really important to have the guardian understand the benefits of this plan.”

Access the full article authored by John Waggoner here

Head shot of Charles Massimo

Senior Vice President, Financial Advisor

Long Island, NY

cmassimo@wealthenhancement.com
Charles Massimo is a dedicated financial advisor with a profound passion for empowering women in transition, affluent individuals nearing retirement, and families impacted by autism. Drawing on years of expertise, Charles takes a deeply personal approach to wealth management, recognizing that financial planning is as much about understanding dreams and goals as it is about numbers.

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