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
Resources for Businesses My BBB

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: 189 results for Estate Planning and Management
near Plainfield, CT

Filter by

Service Area

Filter by

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

Norwich Financial, LLC

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

BBB Rating: A+
not BBB accredited
(860) 887-8811

11 Wawecus St,
Norwich, CT 06360-2121

WHZ Strategic Wealth Advisors

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

BBB Rating: A+
not BBB accredited
(860) 928-2341

697 Pomfret Street,
Pomfret Center, CT 06259

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

3 Shaws Cv Ste 204,
New London, CT 06320-4968

Get a Quote

The Law Office fo Erlich & Erlich

Lawyers, Real Estate Lawyers, Estate Planning and Management

BBB Rating: A+
not BBB accredited
(508) 949-3945

13 East Main Street,
Webster, MA 01570

Gorra Financial Group Inc

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

BBB Rating: A+
Service Area

Serving the following areas:

  • MA
  • RI
Accredited BusinessAccredited Business
(401) 228-8803

2 Regency Plz Ste 4,
Providence, RI 02903-3153

Rogers & Associates

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

BBB Rating: A+
Service Area

Serving the following areas:

  • CT
  • RI
not BBB accredited
(860) 434-3363

57 Four Mile River Rd Ste 2,
Old Lyme, CT 06371-1508

Benchmark Wealth Management LLC

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
not BBB accredited
(860) 434-6890

PO Box 525,
Old Lyme, CT 06371-0525

PG Financial Group, LLC

Insurance Companies, Financial Planning Consultants, Life Insurance ...

BBB Rating: A+
Service Area

Serving the following areas:

  • MA
  • RI
Accredited BusinessAccredited Business
(401) 487-5077

840 Smithfield Ave Ste 101,
Lincoln, RI 02865-3332

Get a Quote

Gray Law, P.C.

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

BBB Rating: A+
Service Area

Serving the following areas:

We service the following area(s): BRISTOL County, MA, PLYMOUTH County, MA, WORCESTER County, MA

    not BBB accredited
    (508) 985-0054

    Blackstone, MA 01504-2215

    Tax Time, Inc.

    Tax Return Preparation, Financial Services, Tax Consultant ...

    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:

    • Norfolk County, MA
    (508) 668-6168

    PO Box 1288,
    Sturbridge, MA 01566-3288

    Mc Cabe & Associates - Ameriprise Financial Services

    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:

    • Portland, CT
    Accredited BusinessAccredited Business
    (860) 342-1756

    935 Main St Ste D106,
    Manchester, CT 06040-6050

    Get a Quote

    Benchmark Wealth Management LLC

    Estate Planning and Management

    BBB Rating: A+
    not BBB accredited
    (860) 434-6890

    83 Halls Rd Ste 201,
    Old Lyme, CT 06371-4409

    Hammond Iles Wealth Advisors

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

    BBB Rating: A+
    Service Area

    Serving the following areas:

    • AL
    • AR
    • AZ
    • CA
    • CT
    • DE
    • FL
    • GA
    • IA
    • IN
    • MA
    • ME
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NY
    Accredited BusinessAccredited Business
    (860) 258-2600

    102 Halls Rd,
    Old Lyme, CT 06371

    Get a Quote

    Norwich Financial, LLC

    Financial Services, Financial Planning Consultants, 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
    not BBB accredited
    (860) 526-2021

    4 Water St,
    Chester, CT 06412

    Goldenroad Wealth Management LLC

    Estate Planning and Management

    Service Area

    Serving the following areas:

    • RI
    not BBB accredited
    (401) 253-0500

    7 Dixon Ave,
    Bristol, RI 02809-2601

    Related Categories

    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.

    Didn't find the business you were looking for?

    If the business you're looking for isn't in our directory, submit a request to have it added.