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: 82 results for Estate Planning and Management
near USA

Search results

Evergreen Advisors, Inc.

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

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Covington, KY
(513) 784-9150

40 W 5th St,
Covington, KY 41011-1402

Get a Quote

Elder Law Lawyers

Elder Law Attorneys, Lawyers, Estate Planning Attorneys ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • KY
(859) 543-0061

2443 Sir Barton Way Ste 325,
Lexington, KY 40509-2527

Investment Answers

Financial Planning Consultants, Financial Services, Insurance Services Office ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • GA
  • IN
  • KY
(502) 690-3434

4205 Springhurst Blvd Ste 102,
Louisville, KY 40241-6159

Get a Quote

Brown Financial Advisors

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

BBB 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:

  • Addyston, OH
  • Alexandria, KY
  • Amberley, OH
  • Amelia, OH
  • Anderson Township, OH
  • Anderson, OH
  • Arlington Heights, OH
  • Atwood, KY
  • Aurora, IN
  • Avondale, OH
  • Batavia, OH
  • Beaverlick, KY
  • Belleview, KY
  • Bellevue, KY
  • Bennington, IN
  • Bethany, OH
  • Bethel, OH
  • Bevis, OH
  • Blanchester, OH
  • Blue Ash, OH
(513) 575-9654

7310 Turfway Rd Ste 550,
Florence, KY 41042-4872

Get a Quote

Wheeler Financial Services, PLLC

CPA, Tax Return Preparation, Financial Services ...

BBB Accredited Business
BBB Rating: A+
(859) 219-2400

535 Wellington Way Ste 240,
Lexington, KY 40503-1388

Get a Quote

Asset Preservation Group, LLC

Insurance Services Office, Insurance Companies, Life Insurance ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Clark County, IN
  • Crawford County, IN
  • Floyd County, IN
  • Harrison County, IN
  • Jackson County, IN
  • Jefferson County, IN
  • Jennings County, IN
  • Orange County, IN
  • Scott County, IN
  • Washington County, IN
  • KY
(502) 653-7981

10529 Timberwood Cir Ste A,
Louisville, KY 40223-5363

Get a Quote

Tristate Financial Network, Inc.

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

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

Louisville, KY

  • AL
  • AZ
  • CA
  • DC
  • FL
  • GA
  • IN
  • KY
  • MD
  • MO
  • MS
  • NC
  • NM
  • OH
  • OK
  • PA
  • TN
  • TX
  • UT
  • VA
(502) 964-1443

303 Middletown Park Pl Ste B,
Louisville, KY 40243-2516

Get a Quote

Bowden & Wood CPA's

CPA, Tax Return Preparation, Tax Consultant ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Jefferson County, KY
  • KY
  • USA
(502) 583-0262

304 Middletown Park Place,
Louisville, KY 40243-2555

Get a Quote

Revolutionary Financial Group

Estate Planning and Management, Financial Planning Consultants, Insurance Services Office ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • IL
  • IN
  • KY
  • SC
(502) 254-1030

11803 Brinley Ave Ste 100,
Louisville, KY 40243-3005

Get a Quote

Senior Retirement Services, Financial Planning Concepts

Financial Planning Consultants, Estate Planning and Management

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

KY - Jefferson County and surrounding area

  • Jefferson County, KY
(502) 891-4478

4500 Bowling Blvd Ste 100,
Louisville, KY 40207-5147

Get a Quote

Senior Retirement Services, Financial Planning Concepts

Financial Planning Consultants, Estate Planning and Management

BBB 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:

KY - Jefferson County and surrounding area

  • Jefferson County, KY
(502) 891-4478

19011 Long Grove Way,
Louisville, KY 40245-6236

Get a Quote

Elder Care Financial

Legal Information Services, Financial Planning Consultants, Legal Document Help ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

State of Kentucky 

  • KY
(502) 275-4427

On File With BBB,
Bardstown, KY 40004

Get a Quote

The Glenview Trust Company

Trust Company, Financial Services, Financial Planning Consultants ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • AK
  • AL
  • AR
  • AS
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • GU
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
(502) 212-7800

5900 US Highway 42,
Louisville, KY 40241-5806

Get a Quote

Hargrove Firm, LLP

Estate Planning Attorneys, Lawyers, Probate Attorneys ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • AK
  • AL
  • AR
  • AS
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • GU
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
(502) 526-5868

12910 Shelbyville Rd Ste 124,
Louisville, KY 40243-1594

Family Wealth Strategies LLC

Financial Services, Tax Consultant, Health Insurance ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

<p>Jefferson County, KY</p><p>Oldham County, KY</p>

  • Jefferson County, KY
  • Oldham County, KY
(502) 749-1439

4910 Brownsboro Rd Ste 155,
Louisville, KY 40222-6474