Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies

Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

Category: Estate Planning and Management

Showing: 264 results for Estate Planning and Management
near Georgetown, CT

Filter by

Service Area

Filter by

Distance
Categories
BBB Rating
State/Province
Get Connected
Sort By
  • Distance
  • Rating

Search results

Nirenstein, Horowitz & Associates, PC

Legal Services, Lawyers, Estate Planning and Management ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

  • CT
Accredited BusinessAccredited Business
(860) 548-1000

191 Post Rd W,
Westport, CT 06880-4625

Get a Quote

MJP Wealth Advisors

Financial Services, Retirement Planning Services, Insurance Agent ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

  • CT
  • MA
  • NY
not BBB accredited
(203) 303-7036

320 Post Rd W Ste 210,
Westport, CT 06880-4743

Oberst DeFala Law, PC

Lawyers, Personal Injury Lawyers, Estate Planning Attorneys ...

BBB Rating: A+
Service Area

Serving the following areas:

  • 06430
  • 06431
  • 06432
  • 06820
  • 06824
  • 06825
  • 06828
  • 06830
  • 06831
  • 06832
  • 06836
  • 06850
  • 06851
  • 06852
  • 06854
  • 06856
  • 06857
  • 06858
  • 06859
  • 06860
Accredited BusinessAccredited Business
(203) 866-4646

111 East Ave Ste 333,
Norwalk, CT 06851-5014

Get a Quote

MONECO Advisors, LLC

Investment Advisory Services, Tax Consultant, Financial Planning Consultants ...

BBB Rating: A+
not BBB accredited
(800) 666-3261

2150 Post Rd Fl 201,
Fairfield, CT 06824-5669

Mercer Advisors

Financial Planning Consultants, Tax Consultant, Investment Management ...

BBB Rating: A+
not BBB accredited
(203) 689-5742

1261 Post Rd Ste 102,
Fairfield, CT 06824-6072

Angliss & Colohan, P.C.

CPA, Tax Return Preparation, Business Services ...

BBB Rating: A+
Service Area

Serving the following areas:

<p>Connecticut, Massachusetts, New Jersey, New York, and Rhode Island</p>

  • CT
  • MA
  • NJ
  • NY
  • RI
Accredited BusinessAccredited Business
(203) 357-1040

50 Woodbury Ave,
Stamford, CT 06907-2422

Get a Quote

Kingmaker Firm

Accountant, Tax Return Preparation, Tax Consultant ...

BBB Rating: A+
Service Area

Serving the following areas:

CT

  • CT
Accredited BusinessAccredited Business
(203) 828-0421

Bridgeport, CT 06610-2952

Get a Quote

Barnum Financial Group, LLC

Financial Services, Financial Planning Consultants, Retirement Planning Services ...

BBB Rating: A-

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

Nationwide

  • USA
Accredited BusinessAccredited Business
(203) 513-6000

225 High Ridge Rd Ste 1,
Stamford, CT 06905-3034

Get a Quote

Marano Consulting

Business Consultants, Financial Planning Consultants, Life Insurance ...

BBB Rating: A+
Service Area

Serving the following areas:

  • CT
  • NY
Accredited BusinessAccredited Business
(845) 505-3007

42 Lake Avenue Ext Ste 192,
Danbury, CT 06811-5279

Get a Quote

Yamin & Yamin LLP

Lawyers, Personal Injury Lawyers, Real Estate Lawyers ...

BBB Rating: A+
not BBB accredited
(203) 744-7090

4 Moss Ave,
Danbury, CT 06810-6818

Flagship Financial Partners L.L.C.

Insurance Agency, Insurance Companies, Financial Services ...

BBB Rating: A+
Service Area

Serving the following areas:

State of Connecticut&nbsp;

  • CT
Accredited BusinessAccredited Business
(203) 712-7348

2 Trap Falls Rd Ste 410,
Shelton, CT 06484-7622

Get a Quote

Barnum Financial Group, LLC

Financial Services, Financial Planning Consultants, Retirement Planning Services ...

BBB Rating: A-
Service Area

Serving the following areas:

Nationwide

  • USA
Accredited BusinessAccredited Business
(203) 513-6000

6 Corporate Dr Fl 5,
Shelton, CT 06484-6270

Get a Quote

Milestone Asset Management Group LLC

Investment Advisory Services, Financial Services, Financial Planning Consultants ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

Connecticut

  • CT
not BBB accredited
(203) 951-1133

22 Lafayette St,
Milford, CT 06460-4710

My Family Plan Company

Financial Technology, Financial Planning Consultants, Estate Planning and Management ...

BBB Rating: A
Service Area

Serving the following areas:

  • NY
Accredited BusinessAccredited Business
(914) 555-8299

4 Revere Ct,
Somers, NY 10589-2816

Get a Quote

Devanny CPA, PLLC

CPA, Tax Return Preparation, Business Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Westchester County, NY
not BBB accredited
(845) 363-1427

16 Mount Ebo Rd S,
Brewster, NY 10509-4037