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: 174 results for Estate Planning and Management
near Bliss, NY

Filter by

Service Area

Filter by

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

Cathleen Volk CPA, PLLC

Accountant, Tax Return Preparation, Tax Consultant ...

BBB Rating: A+
Service Area

Serving the following areas:

Western New York, United States remotely     

  • Wyoming County, NY
  • USA
Accredited BusinessAccredited Business
(585) 600-4769

2371 State Route 19 N Ste E,
Warsaw, NY 14569-9356

Get a Quote

Gentzke & Associates, Inc.

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

BBB Rating: A+
not BBB accredited
(716) 537-2269

10661 Crump Rd.,
Holland, NY 14080

Zamboni & Sipes, Inc.

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

BBB Rating: A+
not BBB accredited
(716) 655-9400

295 Center Street,
East Aurora, NY 14052

Willink Financial LLC dba Willink Services

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

BBB Rating: A+
not BBB accredited
(716) 655-0097

25 Hamburg St,
East Aurora, NY 14052-2143

Moldenhauer & Associates

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Erie County, NY
Accredited BusinessAccredited Business
(716) 662-4361

6195 W Quaker St,
Orchard Park, NY 14127-2674

Get a Quote

Brighton Securities Corp.

Financial Advisor Support Wealth Management, Tax Return Preparation, Financial 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:

  • Genesee County, NY
  • Monroe County, NY
  • Niagara County, NY
Accredited BusinessAccredited Business
(585) 344-1850

212 E Main St,
Batavia, NY 14020-2222

Get a Quote

Empire Financial Services, Inc.

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

not BBB accredited
(716) 634-6100

3075 Southwestern Blvd. Parkland Professional Park #200,
Orchard Park, NY 14127

Sgroi Lawley

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

BBB Rating: A+
Accredited BusinessAccredited Business
(716) 674-6700

965 Union Road PO Box 470,
West Seneca, NY 14224

Get a Quote

United Professional Advisors

Financial Planning Consultants, Life Insurance, 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
not BBB accredited
(585) 728-9191

101 East Naples Street,
Wayland, NY 14572

United Professional Advisors

Financial Planning Consultants, Life Insurance, 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
not BBB accredited
(716) 337-3460

2377 Wilcox Road,
Lawtons, NY 14091

Downing Financial Group

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

BBB Rating: A+
not BBB accredited
(716) 631-5000

8340 Main St,
Williamsville, NY 14221-6100

Russell Wealth Management

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

BBB Rating: A+
Service Area

Serving the following areas:

  • USA
not BBB accredited
(716) 332-7164

6790 Main St Ste 120,
Williamsville, NY 14221-6084

John P. Mucke, CPA, PLLC

CPA, Tax Return Preparation, Bookkeeping Services ...

BBB Rating: A+
not BBB accredited
(716) 372-6999

201 N. Union Street Suite 704,
Olean, NY 14760

Linda M Schnell Attorney at Law

Lawyers, Estate Planning and Management, Adoption Agencies

BBB Rating: A+
not BBB accredited
(716) 373-1176

201 North Union Street Ste 301,
Olean, NY 14760

Ubs Paine Webber

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

BBB Rating: A+
not BBB accredited
(716) 849-0800

3737 Marine Midland Center,
Buffalo, NY 14203-2837

Join Trusted Businesses

Become BBB Accredited

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.