Skip to main content

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
My BBB
Better Business Bureau®
For Businesses

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: 276 results for Estate Planning and Management
near Pine Ridge, FL

Filter by

Service Area

Filter by

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

Butler Wealth Advisors

Estate Planning and Management

not BBB accredited
(352) 249-7738

511 Hillwood Path,
Beverly Hills, FL 34465

Golden Years Insurance Group, Inc.

Investment Security, Life Insurance, Retirement Planning Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • FL
Accredited BusinessAccredited Business
(904) 349-0706

1302 SE Paradise Ave,
Crystal River, FL 34429-4956

Get a Quote

Florida Credit Union

Credit Union, Insurance Services Office, Retirement Planning Services ...

BBB Rating: C

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:

  • Alachua County, FL
  • Baker County, FL
  • Bradford County, FL
  • Clay County, FL
  • Columbia County, FL
  • Dixie County, FL
  • Duval County, FL
  • Flagler County, FL
  • Gilchrist County, FL
  • Hamilton County, FL
  • Jefferson County, FL
  • Lafayette County, FL
  • Leon County, FL
  • Levy County, FL
  • Madison County, FL
  • Marion County, FL
  • Nassau County, FL
  • Putnam County, FL
  • Saint Johns County, FL
  • Suwannee County, FL
not BBB accredited
(352) 377-4141

9680 SW 114th St,
Ocala, FL 34481-3581

Estate and Retirement Resources, Inc.

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

BBB Rating: A+
Accredited BusinessAccredited Business
(352) 732-8277

7500 SW 61st Ave Ste 700,
Ocala, FL 34476-8319

Get a Quote

USA Tax & Financial Consultants

Financial Planning Consultants, Tax Return Preparation, Life Insurance ...

Service Area

Serving the following areas:

  • Marion County, FL
not BBB accredited
(352) 622-0030

3220 SW 31st Road Suite 202,
Ocala, FL 34474-8465

Florida Credit Union

Credit Union, Insurance Services Office, Retirement Planning Services ...

BBB Rating: C

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:

  • Alachua County, FL
  • Baker County, FL
  • Bradford County, FL
  • Clay County, FL
  • Columbia County, FL
  • Dixie County, FL
  • Duval County, FL
  • Flagler County, FL
  • Gilchrist County, FL
  • Hamilton County, FL
  • Jefferson County, FL
  • Lafayette County, FL
  • Leon County, FL
  • Levy County, FL
  • Madison County, FL
  • Marion County, FL
  • Nassau County, FL
  • Putnam County, FL
  • Saint Johns County, FL
  • Suwannee County, FL
not BBB accredited
(352) 377-4141

2424 SW 17th Rd,
Ocala, FL 34471-2006

Florida Credit Union

Credit Union, Insurance Services Office, Retirement Planning Services ...

BBB Rating: C

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:

  • Alachua County, FL
  • Baker County, FL
  • Bradford County, FL
  • Clay County, FL
  • Columbia County, FL
  • Dixie County, FL
  • Duval County, FL
  • Flagler County, FL
  • Gilchrist County, FL
  • Hamilton County, FL
  • Jefferson County, FL
  • Lafayette County, FL
  • Leon County, FL
  • Levy County, FL
  • Madison County, FL
  • Marion County, FL
  • Nassau County, FL
  • Putnam County, FL
  • Saint Johns County, FL
  • Suwannee County, FL
not BBB accredited
(352) 377-4141

2424 Sw 17th Road,
Ocala, FL 34471

CapstoneWealth LLC

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

BBB Rating: A+
Service Area

Serving the following areas:

  • FL
Accredited BusinessAccredited Business
(352) 850-7392

11031 US-301 N # 103,
Oxford, FL 34484

Get a Quote

Destiny Wealth Partners, LLC

Financial Services, Estate Planning and Management, Wealth 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
Service Area

Serving the following areas:

  • FL
Accredited BusinessAccredited Business
(352) 385-7705

2520 Burnsed Blvd,
The Villages, FL 32163-2704

Get a Quote

Florida Credit Union

Credit Union, Insurance Services Office, Retirement Planning Services ...

BBB Rating: C

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:

  • Alachua County, FL
  • Baker County, FL
  • Bradford County, FL
  • Clay County, FL
  • Columbia County, FL
  • Dixie County, FL
  • Duval County, FL
  • Flagler County, FL
  • Gilchrist County, FL
  • Hamilton County, FL
  • Jefferson County, FL
  • Lafayette County, FL
  • Leon County, FL
  • Levy County, FL
  • Madison County, FL
  • Marion County, FL
  • Nassau County, FL
  • Putnam County, FL
  • Saint Johns County, FL
  • Suwannee County, FL
not BBB accredited
(352) 377-4141

3504 E Silver Springs Blvd,
Ocala, FL 34470-6404

Fross and Fross Wealth Management

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

BBB Rating: A+
Accredited BusinessAccredited Business
(352) 205-7800

910 Old Camp Rd Ste 90,
The Villages, FL 32162-5605

Get a Quote

Senior Financial Security, Inc.

Estate Planning and Management, Retirement Planning Services

BBB Rating: A+
not BBB accredited
(352) 307-8652

8564 E County Road 466 Ste 202,
The Villages, FL 32162-3021

Blackston Financial Advisory Group, LLC

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

BBB Rating: A+
Service Area

Serving the following areas:

  • USA
Accredited BusinessAccredited Business
(352) 633-9046

8564 E County Road 466 STE 302,
The Villages, FL 32162-3021

Get a Quote

Maggard Wealth Management

Retirement Planning Services, Tax Consultant, 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:

  • Hillsborough County, FL
  • Pasco County, FL
  • Pinellas County, FL
not BBB accredited
(813) 723-0730

15588 Aviation Loop Dr,
Brooksville, FL 34604-6801

Golinski Tax Advisors, LLC

Financial Planning Consultants, Tax Return Preparation, Investment Advisory Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • USA
Accredited BusinessAccredited Business
(352) 419-4633

13447 County Line Rd,
Spring Hill, FL 34609

Get a Quote

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.