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Family members with special needs: How to plan for their financial well-being

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Ted Dey, NMLS # 1877080, and Andrew Stern, NMLS # 2231182 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Ted Dey, NMLS # 1877080, and Andrew Stern, NMLS # 2231182 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Ted Dey, NMLS # 1877080, and Andrew Stern, NMLS # 2231182 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Turnbuckle Investment Group

Phone: 207-791-1511

Ted Dey, CFP®, MBA

Senior Vice President - Financial Advisor,
Senior Portfolio Manager

Phone: 207-791-1511
Cell: 207-405-7065

Andrew Stern, CFA®

First Vice President - Financial Advisor,
Senior Portfolio Manager

Phone: 207-879-1785
Cell: 207-550-1481

Michael Russell

Branch Service Manager

Phone: 207-879-1751
Cell: 207-653-7171

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Portland, ME
Two Portland Square, 5th Floor
Portland, ME 04101
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