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: 111 results for Estate Planning and Management
near Waterloo, NY

Filter by

Service Area

Filter by

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

Search results

Daniel R. Cuddy CPA PLLC

CPA, Tax Return Preparation, Financial Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Cayuga County, NY
  • Syracuse, NY
Accredited BusinessAccredited Business
(315) 253-3600

7 William St,
Auburn, NY 13021-3707

Get a Quote

KMN Tax Services

Tax Return Preparation, CPA, Payroll Services ...

not BBB accredited
(315) 253-0816

6984 Owasco Road,
Auburn, NY 13021

Sheppard Mosher

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Cayuga County, NY
  • Erie County, NY
  • Genesee County, NY
  • Livingston County, NY
  • Monroe County, NY
  • Niagara County, NY
  • Orleans County, NY
  • Seneca County, NY
  • Wayne County, NY
  • Wyoming County, NY
  • Yates County, NY
  • 14424
not BBB accredited
(585) 396-0926

23 North St, Suite D,
Canandaigua, NY 14424-1053

United Professional Advisors

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

BBB Rating: A+
not BBB accredited
(315) 986-3765

1025 Brixton Drive,
Macedon, NY 14502

Ever Green Wealth Management LLC

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Monroe County, NY
Accredited BusinessAccredited Business

6534 Anthony Dr Ste D,
Victor, NY 14564-1421

Get a Quote

Angelo Planning Group

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

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:

  • Cayuga County, NY
  • Jefferson County, NY
  • Monroe County, NY
  • Ontario County, NY
  • Oswego County, NY
  • Saint Lawrence County, NY
  • Wayne County, NY
Accredited BusinessAccredited Business
(585) 568-6900

8728 Main St.,
Honeoye, NY 14471

Get a Quote

Lewis Connolly Financial Services

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

Service Area

Serving the following areas:

  • Onondaga County, NY
not BBB accredited
(315) 479-1703

2700 Bellevue Ave,
Syracuse, NY 13219-3238

Angelo Planning Group

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

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:

  • Cayuga County, NY
  • Jefferson County, NY
  • Monroe County, NY
  • Ontario County, NY
  • Oswego County, NY
  • Saint Lawrence County, NY
  • Wayne County, NY
Accredited BusinessAccredited Business
(585) 568-6900

266 Boughton Hill Rd,
Honeoye Falls, NY 14472-9706

Get a Quote

Quest Wealth Management

Financial Planning Consultants, Estate Planning and Management

BBB Rating: A+
Accredited BusinessAccredited Business
(315) 378-4336

7421 Oswego Rd,
Liverpool, NY 13090-3309

Get a Quote

Evolution Retirement Solutions, LLC

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Syracuse, NY
Accredited BusinessAccredited Business
(315) 450-5014

920 Spencer St,
Syracuse, NY 13204-1243

Get a Quote

Weinstein & Randisi

Lawyers, Estate Planning Attorneys, Estate Planning and Management ...

BBB Rating: A+
not BBB accredited
(585) 248-3800

290 Linden Oaks Ste 200,
Rochester, NY 14625

Retirement Essentials, Inc.

Retirement Planning Services, Estate Planning and Management

BBB Rating: A+
not BBB accredited
(800) 297-6746

704 W Buffalo St Ste 1,
Ithaca, NY 14850

Ubs Paine Webber

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

BBB Rating: A+
not BBB accredited
(716) 849-0800

440 S Warren St.,
Syracuse, NY 13202

May Robinson Gordon & Penta CPA, PC

CPA, Tax Return Preparation, Estate Planning and Management

BBB Rating: A+
not BBB accredited
(585) 244-9590

95 Allens Creek Road Blgd 1 Suite 202,
Rochester, NY 14618

Safe Harbor Capital LLC.

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

not BBB accredited
(585) 670-0133

672 Ridge Road,
Webster, NY 14580