Ibar Special Needs Trust Advisors - San Marino, California

Ibar Special Needs Trust Advisors: Your Trusted Partner for Special Needs Planning

Ibar Special Needs Trust Advisors is a renowned consultant firm located at Address: 910 Huntington Dr, San Marino, CA 91108. With a Phone: 65704888 and an easy-to-navigate website at ibarinc.com, they are dedicated to providing exceptional special needs trust services.

Specialties

As a Consultant, Ibar Special Needs Trust Advisors focuses on creating and managing special needs trusts to ensure the financial well-being of individuals with disabilities. They have developed a strong reputation for their expertise in this field.

Other Points of Interest

Ibar Special Needs Trust Advisors is committed to creating an inclusive environment for all clients. Their office is equipped with a wheelchair accessible entrance, parking lot, restroom, and seating, making it easy for everyone to visit. Additionally, they are proud to be a LGBTQ+ friendly and Transgender safe space, ensuring that all individuals feel welcome and supported.

Opinions and Average Rating

With 21 reviews on Google My Business, Ibar Special Needs Trust Advisors has earned an impressive 5/5 average rating. Many clients have praised the firm for their professionalism, kindness, honesty, and commitment to going the extra mile to meet their clients' needs. One satisfied client shared, "Ibar Special Needs Trust has become part of our family. For more than 8 years we have worked together as a team. They are professional, kind, honest, caring, and even gone the extra mile to help our son’s needs."

Recommendation

Ibar Special Needs Trust Advisors is an excellent choice for those seeking professional and compassionate special needs trust services. Their expertise, commitment to inclusivity, and strong reputation make them an ideal partner for anyone looking to secure the financial future of a loved one with a disability. Don't hesitate to reach out to them through their website at ibarinc.com to learn more about how they can help you.

👍 Reviews of Ibar Special Needs Trust Advisors

Gina Gonzalez

5/5

Ibar Special Needs Trust has become part of our family. For more than 8 years we have worked together as a team. They are professional, kind, honest, caring, and even gone the extra mile to help our son’s needs. I been working with Sandy Dominguez and the Ibar Team in the journey to my son’s success and wellbeing. I have only but good experience with them.

Jeremy Holcomb

5/5

Ibar has been my sons trust advisor for 5 years now. Emily Damiells is our advisor and she's always a pleasure to work with! Ibar is very attentive to my sons needs, quick to respond, and I always feel confident they are advising with my sons best interest in mind. I highly recommend Ibar if you have a special needs trust!

Patty Everett

5/5

Ibar has overseen my son's special needs trust for 19 years. I have found them to be professional, efficient, trustworthy, reliable, and kind. They always understand the difficulties of having a special needs child and will always try to help the best way they can. I HIGHLY recommend them!!

Cheryl Robb

5/5

We have been with Ibar for 20 years. Over the years we have gotten excellent service. They are kind, professional, and go over and beyond making sure that things get taken care of for my son. I appreciate that I can count on them to respond to my questions quickly and also explain things that can be especially complicated with a trust. They are also very easy to work with.

ariane penrose

5/5

Absolutely a pleasure to work with! Ibar Special Needs Trust Advisors has worked closely with our family for the past 16 years, and I wouldn’t have it any other way. They are very protective of their special needs children as well as their adult clients. They are timely, responsive, personable, and attentive and has always made us feel involved every step of the way. The process of our son transitioning to adulthood with a special needs trust was as seamless as could be—we worried for years that it would be a long drawn out event, it was actually quite the opposite, it was as easy as making a phone call to have a few questions answered. Questions are handled with care and detail. My experiences are with Stan, Genora, Carlos and the fabulous Emily...best advisors you could ask for.

Rosemary Figueroa

5/5

I have had an amazing relationship with all that work for Ibar. Emily is my contact at Ibar and she makes me feel like a real person. They help me take care of my sister and make the right choices for her, but they always take my feelings into consideration which means more than I can but into words. Highly recommend them!!

Sonia Mercado

5/5

Our family has been with Ibar Settlement Co for over 7yrs now , and we are very glad and pleased to be part of this wonderful company. Sandy Dominguez is our trust advisor and is always very professional, helpful and available to help us with any questions we may have . She’s truly the best !! Over the years we’ve build a relationship and feel very confident she is always looking out for our son and family’s best interest . We highly recommend them if you are looking for a special need trust ! Look no more this company is definitely the right one for you and your family !

Juan R.

5/5

As a paraplegic from an early age I've been working with Ibar for over two decades. Their service has been consistently reliable, and have assisted with helpful recommendations for my needs. In any case, the assigned secretary (Cris Machuca) and her service has demonstrated competence, compassion and aid where it was needed. I recommend them.