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Category: Estate Planning and Management

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Showing: 312 results for Estate Planning and Management
near Middletown, CA

Rhodes Law

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Alameda County, CA
  • Contra Costa County, CA
  • Humboldt County, CA
  • Lake County, CA
  • Marin County, CA
  • Mendocino County, CA
  • Napa County, CA
  • San Francisco County, CA
  • San Mateo County, CA
  • Solano County, CA
  • Sonoma County, CA
  • Agua Caliente, CA
  • Albion, CA
  • American Canyon, CA
  • Anchor Bay, CA
  • Angwin, CA
  • Annapolis, CA
  • Asti, CA
  • Bloomfield, CA
  • Bodega Bay, CA
Accredited BusinessAccredited Business
(707) 536-1088

3035 Cleveland Ave Ste 205,
Santa Rosa, CA 95403-3037

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Kobrin Financial Services, Inc.

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

BBB Rating: A+
Service Area

Serving the following areas:

  • CA
Accredited BusinessAccredited Business
(707) 566-6775

4849 Old Redwood Hwy,
Santa Rosa, CA 95403-1415

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Manuel P. Pinto Certified Public Accountant

CPA, Tax Return Preparation, Financial Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Alameda County, CA
  • Contra Costa County, CA
  • Marin County, CA
  • Napa County, CA
  • San Francisco County, CA
  • San Mateo County, CA
  • Solano County, CA
  • Sonoma County, CA
Accredited BusinessAccredited Business
(707) 425-4928

825 Webster St # A,
Fairfield, CA 94533-5522

Strategic Financial

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Alameda County, CA
  • Contra Costa County, CA
  • Marin County, CA
  • Napa County, CA
  • San Francisco County, CA
  • San Mateo County, CA
  • Solano County, CA
  • Sonoma County, CA
Accredited BusinessAccredited Business
(415) 789-3700

1000 4th St STE 580,
San Rafael, CA 94901-3118

Sterling Estate Planning Solutions

Estate Planning and Management, Estate Planning Attorneys

BBB Rating: A+
Service Area

Serving the following areas:

  • Alameda County, CA
  • Contra Costa County, CA
  • Marin County, CA
  • Napa County, CA
  • San Francisco County, CA
  • San Mateo County, CA
  • Solano County, CA
  • Sonoma County, CA
  • CA
Accredited BusinessAccredited Business
(925) 808-5582

1800 Sutter St Ste 500,
Concord, CA 94520-2587

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Law Office of Edward Batista

Lawyers, Notary Public Seals, 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.

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Accredited BusinessAccredited Business
(530) 470-8984

180 Promenade Cir Ste 300,
Sacramento, CA 95834-2952

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Pomares & Company, LLP

CPA, Tax Return Preparation, Financial Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Sacramento, CA
Accredited BusinessAccredited Business
(916) 929-3112

791 University Ave,
Sacramento, CA 95825-6708

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Manuel P. Pinto Certified Public Accountant

CPA, Tax Return Preparation, Financial Services ...

BBB Rating: A+

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

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Service Area

Serving the following areas:

  • Alameda County, CA
  • Contra Costa County, CA
  • Marin County, CA
  • Napa County, CA
  • San Francisco County, CA
  • San Mateo County, CA
  • Solano County, CA
  • Sonoma County, CA
Accredited BusinessAccredited Business
(707) 425-4928

1330 N Broadway Ste 200D,
Walnut Creek, CA 94596-4645

Mercer Partners Wealth Management

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

BBB Rating: A+
Service Area

Serving the following areas:

Services Provided:<br>Audits, Reviews, and Compilations<br>Business Consulting<br>Business Entity Selection<br>Buying or Selling a Business<br>Estate &amp; Trust Tax Preparation<br>Financial Statements<br>IRS Representation<br>Payroll Services<br>Retirement Planning<br>Tax Preparation &amp; Planning

  • CA
Accredited BusinessAccredited Business
(925) 932-4700

1904 Olympic Blvd Ste 200,
Walnut Creek, CA 94596-5196

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Earline La Buy, CPA

CPA, Tax Return Preparation, Bookkeeping Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Alameda County, CA
Accredited BusinessAccredited Business
(925) 757-1470

207 G St,
Antioch, CA 94509-1252

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LDA Pro Legal

Legal Services, Legal Document Help, Estate Planning and Management ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Contra Costa County, CA
  • Placer County, CA
  • Sacramento County, CA
  • San Joaquin County, CA
  • Yolo County, CA
  • Yuba County, CA
  • CA
Accredited BusinessAccredited Business
(916) 620-2446

3550 Watt Ave Ste 140,
Sacramento, CA 95821-2666

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Mowat Mackie & Anderson, LLP

CPA, Tax Return Preparation, Financial Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Contra Costa County, CA
Accredited BusinessAccredited Business
(510) 893-1120

555 12th St Ste 1200,
Oakland, CA 94607-4085

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De Fonte Law PC - Estate Planning with Heart

Estate Planning Attorneys, Estate Planning and Management

BBB Rating: A+
Service Area

Serving the following areas:

  • Agua Caliente, CA
  • Alameda Point, CA
  • Alameda, CA
  • Alamo, CA
  • Albany, CA
  • Allendale, CA
  • American Canyon, CA
  • Angwin, CA
  • Annapolis, CA
  • Antioch, CA
  • Ashland, CA
  • Asti, CA
  • Atherton, CA
  • Bay Point, CA
  • Bel Marin Keyes, CA
  • Belmont, CA
  • Belvedere Tiburon, CA
  • Belvedere, CA
  • Benicia, CA
  • Berkeley, CA
Accredited BusinessAccredited Business
(415) 735-6959

4104 24th St Ste 212,
San Francisco, CA 94114-3615

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Sierra Oaks Financial Planning, Inc.

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

BBB Rating: A-
Service Area

Serving the following areas:

  • CA
Accredited BusinessAccredited Business
(916) 259-9605

915 Highland Pointe Dr Ste 150,
Roseville, CA 95678-5421

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Manuel P. Pinto Certified Public Accountant

CPA, Tax Return Preparation, Financial 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:

  • Alameda County, CA
  • Contra Costa County, CA
  • Marin County, CA
  • Napa County, CA
  • San Francisco County, CA
  • San Mateo County, CA
  • Solano County, CA
  • Sonoma County, CA
Accredited BusinessAccredited Business
(925) 837-2134

60 Linda Ct,
Danville, CA 94526-3224

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Accreditation and Ratings Overview

Accredited BusinessAccredited Business

Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

A+

BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

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