Ibar Special Needs Trust Advisors

I have been with Ibar for 27 years. They oversee my trust and work with the banks which invest the funds and manage payments to make sure there are no problems with the court or Medi-Cal. The people at Ibar are very helpful and knowledgeable. My trust advisor has always been available to help me or talk with me and explain things that I do not understand.

I have been working with Ibar since 2004. I am grateful that Ibar has been able to take a lot of stress off my shoulders. They are my right arm in managing my son’s financial needs. One of the most important ways Ibar assists me is in coordinating the hiring of outside caregivers. Ibar is always advising me on what and how to purchase items for my son. I have enough to do in caring for my son and making his life as enriched and comfortable as possible. I feel comfortable that if I was not able to care for my son, Ibar would make sure that his needs are met.

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!!

We have been with IBAR for 10 years. Emely Damiells had done an amazing job. Emely is kind, professional, and has always gone the extra mile to make sure my son has everything he needs. She is always there to answer all my questions and concerns. I will forever be grateful for her willingness to support me and my son in any way she can. Thanks Emely. I highly recommend IBAR!!!

They really care about others. Professional, kind, intelligent, helpful, open-minded, non-judgemental, honest. I just love the ladies in the office! They know how to make a person feel good and welcomed. These are MY girls!!!

I have had an amazing relationship with everyone that works 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 put into words. Highly recommend them!!

I am grateful to Ibar for the help they’ve provided in looking after our son’s needs for the past 22 years. It’s been a privilege to have Ibar by our side, providing stability and dignity to my son and our family.

Ibar has been supporting my grandmother and me since 1997. My experience with them has been nothing short of amazing. They work efficiently and effectively to handle all of my needs.

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.

Ibar has been instrumental in helping to keep my severely disabled son at home with good quality of care. I am able to renovate and modify our home for his needs as well as give him the best therapists and services I can find. Also, everyone at Ibar has been wonderfully compassionate and supportive regarding the difficulties and issues we face caring for a disabled family member.  It has been a blessing and a comfort to be able to have my boy close to me amidst everything we have to contend with.

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.

I have been working with Ibar for the last 19 years. They have provided me and my family with any and all needed assistance, even some I didn’t know was needed or how to obtain it. Ibar goes above and beyond to ensure proper care is provided to my son while assisting me with things that would otherwise take time away from my son. They go out of their to ensure they are available for assistance and when they aren’t, respond promptly by phone or email.

One can expect a quality and dependable service from friendly and caring advisers. Our family has been with the company for over 17 years for my daughter and our adviser has been so helpful in meeting our daughter’s needs.