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: 296 results for Estate Planning and Management
near Santa Cruz, CA

Filter by

Service Area

Filter by

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

Search results

Paige Fiduciary Services

Estate Planning and Management, Fiduciary, Adult Care ...

BBB Rating: A+
Accredited BusinessAccredited Business
(408) 858-1714

2059 Camden Ave #344,
San Jose, CA 95124-2024

Get a Quote

John M Plaza

Financial Consultants, Financial Services, Business Services ...

BBB Rating: A+
Accredited BusinessAccredited Business
(408) 440-1020

835 Blossom Hill Rd #220,
San Jose, CA 95123-2703

Get a Quote

Hersh & Associates Fiduciary Services

Estate Planning and Management

BBB Rating: A+
not BBB accredited
(408) 996-2432

PO Box 700039,
San Jose, CA 95170-0039

Raymond Young, CPA & Accountancy Corp

CPA, Tax Return Preparation, Tax Consultant ...

BBB Rating: A+
Service Area

Serving the following areas:

  • USA
not BBB accredited
(510) 353-9575

41829 Albrae St Ste 120,
Fremont, CA 94538-3144

1040 Tax Smart

Tax Return Preparation, Tax Consultant, Financial Planning Consultants ...

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
not BBB accredited
(510) 794-4008

3900 Newpark Mall #103,
Newark, CA 94560-5229

Law Office of Michael E. Pitts

Estate Planning and Management, Lawyers, Business Law Attorneys

BBB Rating: A+
Service Area

Serving the following areas:

  • Redwood City, CA
not BBB accredited
(650) 620-9435

333 Twin Dolphin Dr Ste 230A,
Redwood City, CA 94065-1440

Thomas L. McCormick

Estate Planning and Management, Tax Return Preparation

Service Area

Serving the following areas:

  • San Mateo County, CA
not BBB accredited
(650) 264-8009

11 College View Way,
Belmont, CA 94002-2212

Enge, Christopher, J., Law Offices of

Lawyers, Estate Planning and Management

BBB Rating: A+
Service Area

Serving the following areas:

  • 94404
not BBB accredited
(801) 705-3156

1840 Gateway Dr Ste 200,
Foster City, CA 94404-4029

Rodnunsky & Associates

Estate Planning and Management

BBB Rating: A+
Service Area

Serving the following areas:

  • San Mateo, CA
not BBB accredited
(650) 285-5400

2000 Alameda De Las Pulgas #154,
San Mateo, CA 94403

Bti

Estate Planning and Management

Service Area

Serving the following areas:

  • San Mateo, CA
not BBB accredited
(650) 780-0777

528 Fordham Rd,
San Mateo, CA 94402

Sunshine Pro Accounting & Tax Service

Accountant, CPA, Bookkeeping 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
(650) 458-7961

713 S Claremont St,
San Mateo, CA 94402-1435

Get a Quote

Vaksman Khalfin, PC

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

BBB Rating: A+
Service Area

Serving the following areas:

  • NV
  • NY
  • WA
Accredited BusinessAccredited Business
(650) 450-4945

15 N Ellsworth Ave Ste 103,
San Mateo, CA 94401-2864

Get a Quote

Private Portfolios, Inc.

Investment Advisory Services, Financial Planning Consultants, Retirement Planning 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
(650) 548-9800

424 N San Mateo Dr Ste 200,
San Mateo, CA 94401-2492

Get a Quote

Sunshine Pro Accounting & Tax Service

Accountant, CPA, Bookkeeping 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
(650) 458-7961

San Mateo, CA 94401-0408

Get a Quote

Law Offices of John Iaccarino

Estate Planning and Management

Service Area

Serving the following areas:

  • Burlingame, CA
not BBB accredited
(650) 288-1591

533 Airport Blvd,
Burlingame, CA 94010