Skip to main content

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: 195 results for Estate Planning and Management
near Marvin, NC

Filter by

Service Area

Filter by

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

Search results

Coventry Planning, Inc.

Estate Planning and Management

BBB Rating: A+
not BBB accredited
(800) 684-1648

PO Box 49427,
Charlotte, NC 28277-0078

Buckhorn Investment Advisors LLC

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

BBB Rating: A+
not BBB accredited
(704) 887-4942

15720 Brixham Hill Ave STE 300,
Charlotte, NC 28277-4784

The Finance Couple

Financial Planning Consultants, Insurance Companies, Tax Consultant ...

not BBB accredited
(704) 430-2500

12610 N Community House Rd Ste 204,
Charlotte, NC 28277-3893

Capitol Financial Solutions, LLC

Financial Services, Life Insurance, Retirement Planning Services ...

not BBB accredited
(704) 643-0408

13777 Ballantyne Corporate Pl Ste 550,
Charlotte, NC 28277-3419

Sodoma Law, P.C.

Lawyers, Bankruptcy Attorney, Probate Attorneys ...

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
not BBB accredited
(704) 442-0000

13850 Ballantyne Corporate Pl Ste 500,
Charlotte, NC 28277-2830

Hobart Wealth

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

BBB Rating: A+
Accredited BusinessAccredited Business
(704) 553-0123

7733 Ballantyne Commons Pkwy STE 101,
Charlotte, NC 28277-4397

Get a Quote

Lang Capital, LLC

Financial Planning Consultants, Life Insurance, Retirement Planning Services ...

not BBB accredited
(803) 547-7853

111 Clebourne St Ste 200,
Fort Mill, SC 29715-1760

Adams & Clark, CPAs, PA

CPA, Tax Return Preparation, Tax Consultant ...

not BBB accredited
(803) 547-7531

111 Spratt St,
Fort Mill, SC 29715-2145

Blackwell's Tax Service

Tax Return Preparation, Insurance Companies, Financial Services ...

BBB Rating: A+
not BBB accredited
(803) 547-1956

111 Springs St,
Fort Mill, SC 29715-1721

Knipp Law Office, PLLC

Real Estate Lawyers, Lawyers, Estate Planning Attorneys ...

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
Accredited BusinessAccredited Business
(704) 765-2511

302 Tom Hall St STE 1,
Fort Mill, SC 29715-2338

The Wealth Guardians

Financial Planning Consultants, Life Insurance, 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:

  • NC
Accredited BusinessAccredited Business
(336) 391-3409

15720 Brixham Hill Ave Ste 300,
Charlotte, NC 28277-4784

Get a Quote

Ballantyne Capital Management, LLC

Financial Planning Consultants, Life Insurance, Retirement Planning Services ...

BBB Rating: A+
not BBB accredited
(980) 233-4145

15801 Brixham Hill Ave Ste 450,
Charlotte, NC 28277-0746

Foundation Wealth & Tax Advisors, LLC

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

BBB Rating: A+
Service Area

Serving the following areas:

  • NC
  • SC
Accredited BusinessAccredited Business
(704) 837-7337

15720 Brixham Hill Ave Ste 300,
Charlotte, NC 28277-4784

Get a Quote

Topsail Wealth Management

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

BBB Rating: A+
Accredited BusinessAccredited Business
(980) 308-9901

10800 Sikes Pl Ste 230,
Charlotte, NC 28277-8130

Get a Quote

Charlotte Estate Planning

Estate Planning Attorneys, Lawyers, Retirement Planning Services ...

BBB Rating: A
Service Area

Serving the following areas:

  • NC
Accredited BusinessAccredited Business
(704) 766-8836

7300 Carmel Executive Park Dr Ste 110,
Charlotte, NC 28226-1309

Get a Quote