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

Select a Language

Category: Estate Planning and Management

Filter by

BBB Accredited

Get a Quote

Service Area

Filter by

Distance
Category
BBB Rating
Sort By
  • Best Match
  • Distance
  • Rating
  • A-Z
  • Z-A

Showing: 256 results for Estate Planning and Management
near Parrish, FL

Search results

Assurity Financial Group

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

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

Manatee, Sarasota

  • Manatee County, FL
  • Sarasota County, FL
  • FL
  • USA
(941) 866-0998

2429 Manatee Ave E Unit 1,
Bradenton, FL 34208-2407

Get a Quote

123 Investing LLC

Financial Planning Consultants, Tax Consultant, Investment Advisory Services ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

Nationwide

  • USA
(813) 710-4123

6917 Makers Way,
Apollo Beach, FL 33572

Get a Quote

Steiner Wealth Management LLC

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

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

State of Florida

  • FL
  • USA
(941) 491-2110

8210 Lakewood Ranch Blvd. Unit 105,
Bradenton, FL 34202

Get a Quote

Elevate Financial Planning & Wealth Management LLC

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

Accredited Business
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:

Serving Clients throughout Florida & Tennessee 

  • FL
  • USA
(727) 478-8886

200 Central Ave Fl 3,
St Petersburg, FL 33701-3566

Get a Quote

J.L. Bainbridge & Company, Inc.

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

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

All of Florida

  • USA
(941) 365-3435

1582 Main St,
Sarasota, FL 34236

Get a Quote

Advanced Wealth Management, LLC

Investment Advisory Services, Tax Consultant, Financial Planning Consultants ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

Florida

  • Alachua County, FL
  • Baker County, FL
  • Bay County, FL
  • Bradford County, FL
  • Brevard County, FL
  • Broward County, FL
  • Calhoun County, FL
  • Charlotte County, FL
  • Citrus County, FL
  • Clay County, FL
  • Collier County, FL
  • Columbia County, FL
  • DeSoto County, FL
  • Dixie County, FL
  • Duval County, FL
  • Escambia County, FL
  • Flagler County, FL
  • Franklin County, FL
  • Gadsden County, FL
  • Gilchrist County, FL
(941) 306-9777

1990 Main St Ste 750,
Sarasota, FL 34236-8000

Get a Quote

Accurate Advisory Group, Inc.

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

Accredited Business
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:

  • Hillsborough County, FL
  • Pasco County, FL
  • Sarasota County, FL
  • Lakewood Ranch, FL
  • Wesley Chapel, FL
  • FL
  • USA
(813) 994-0984

783 S Orange Ave Ste 205,
Sarasota, FL 34236

Get a Quote

LPF Financial Advisors

Investment Advisory Services, Retirement Planning Services, Estate Planning and Management ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Sarasota County, FL
  • FL
  • USA
(941) 907-0101

2601 Cattlemen Rd Ste 501,
Sarasota, FL 34232-6249

Get a Quote

Elevate Financial Planning & Wealth Management LLC

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

Accredited Business
BBB Rating: A
Service Area

Serving the following areas:

Serving Clients throughout Florida & Tennessee 

  • FL
  • USA
(727) 478-8886

9400 4th St N Ste 201,
Saint Petersburg, FL 33702-2501

Get a Quote

Barcomb Asset Management, LLC

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

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Appling County, GA
  • Atkinson County, GA
  • Bacon County, GA
  • Baker County, GA
  • Baldwin County, GA
  • Banks County, GA
  • Barrow County, GA
  • Bartow County, GA
  • Ben Hill County, GA
  • Berrien County, GA
  • Bibb County, GA
  • Bleckley County, GA
  • GA
  • USA
(941) 923-2405

7093 S Tamiami Trl,
Sarasota, FL 34231-5571

Get a Quote

Integrity Wealth Management, Inc.

Investment Advisory Services, Life Insurance, Estate Planning and Management ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

Manatee, Sarasota, and Charlotte Counties

  • Charlotte County, FL
  • Manatee County, FL
  • Sarasota County, FL
  • FL
  • USA
(941) 955-2701

6561 Palmer Park Cir Ste C,
Sarasota, FL 34238-3056

Get a Quote

Heritage Financial Retirement & Insurance Services

Insurance Agency, Life Insurance, Retirement Planning Services ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Hillsborough County, FL
  • FL
  • USA
(800) 575-6849

4830 W Kennedy Blvd STE 600,
Tampa, FL 33609-2584

Get a Quote

Kania Law Offices PLLC

Elder Law Attorneys, Probate Attorneys, Estate Planning and Management ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

State of Florida, Tampa Bay Area

  • Hillsborough County, FL
  • Pasco County, FL
  • Pinellas County, FL
  • FL
  • USA
(813) 535-7848

610 E Zack Street Ste 110-3072,
Tampa, FL 33602

Get a Quote

Premier FutureGuard, LLC

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

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

Nationwide

  • USA
(727) 371-8085

3001 N Rocky Point Dr E Ste 200,
Tampa, FL 33607-5806

Get a Quote

Wilson Financial Group, Inc.

Retirement Planning Services, Financial Services, Investment Management ...

Accredited Business
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:

  • Los Angeles County, CA
  • Addison, IL
  • Antioch, IL
  • Arlington Heights, IL
  • Aurora, IL
  • Barrington, IL
  • Bartlett, IL
  • Batavia, IL
  • Bellwood, IL
  • Bensenville, IL
  • Berkeley, IL
  • Big Rock, IL
  • Bloomingdale, IL
  • Broadview, IL
  • Brookfield, IL
  • Buffalo Grove, IL
  • Burlington, IL
  • Burr Ridge, IL
  • Burridge, IL
  • Campton Hills, IL
(813) 374-5029

2202 N Westshore Blvd Ste 200,
Tampa, FL 33607