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: 252 results for Estate Planning and Management
near Millbrook, NY

Search results

Marano Consulting

Business Consultants, Financial Planning Consultants, Life Insurance ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • CT
  • NY
(845) 505-3007

42 Lake Avenue Ext Ste 192,
Danbury, CT 06811-5279

Get a Quote

Quality Senior Benefits LLC

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

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • CT
  • FL
  • MA
  • ME
  • NH
  • NJ
  • RI
  • SC
(860) 880-8800

50 Union St,
Thomaston, CT 06787-1738

Get a Quote

My Family Plan Company

Financial Technology, Financial Planning Consultants, Estate Planning and Management ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • NY
(914) 555-8299

4 Revere Ct,
Somers, NY 10589-2816

Get a Quote

Quality Senior Benefits LLC

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

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:

  • CT
  • FL
  • MA
  • ME
  • NH
  • NJ
  • RI
  • SC
(860) 880-8800

34 Old Farm Rd,
Terryville, CT 06786-4402

Get a Quote

Flagship Financial Partners L.L.C.

Insurance Agency, Insurance Companies, Financial Services ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

State of Connecticut 

  • CT
  • USA
(203) 712-7348

2 Trap Falls Rd Ste 410,
Shelton, CT 06484-7622

Get a Quote

Barnum Financial Group, LLC

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

BBB Accredited Business
BBB Rating: A
Service Area

Serving the following areas:

Nationwide

  • USA
(203) 513-6000

6 Corporate Dr Fl 5,
Shelton, CT 06484-6270

WMGNA, LLC

Financial Services, Tax Consultant, Business Consultants ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • CT
  • DC
  • DE
  • FL
  • MA
  • MD
  • NC
  • NH
  • NJ
  • NY
  • RI
  • SC
  • VA
(860) 679-5255

10 Talcott Notch Rd Ste 103,
Farmington, CT 06032-1881

Get a Quote

Sternbach & Rose, CPAs, P.C.

CPA, Tax Return Preparation, Financial Services ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • NY
(914) 940-4449

115 E Stevens Ave Ste 100,
Valhalla, NY 10595-1272

Get a Quote

Hammond Iles Wealth Advisors

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

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:

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

1 Bradley Rd Ste 505,
Woodbridge, CT 06525-2292

Get a Quote

Nirenstein, Horowitz & Associates, PC

Legal Services, Lawyers, Estate Planning Attorneys ...

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:

  • CT
(860) 548-1000

191 Post Rd W,
Westport, CT 06880-4625

Get a Quote

HRT Advisors, LLC

CPA, Tax Return Preparation, Tax Consultant ...

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:

  • CT
  • USA
(860) 644-5825

1 Evergreen Ave Ste 22,
Hamden, CT 06518-2732

Get a Quote

Oberst DeFala Law, PC

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

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • 06430
  • 06431
  • 06432
  • 06820
  • 06824
  • 06825
  • 06828
  • 06830
  • 06831
  • 06832
  • 06836
  • 06850
  • 06851
  • 06852
  • 06854
  • 06856
  • 06857
  • 06858
  • 06859
  • 06860
(203) 866-4646

111 East Ave Ste 333,
Norwalk, CT 06851-5014

Get a Quote

Angliss & Colohan, P.C.

CPA, Tax Return Preparation, Business Services ...

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

<p>Connecticut, Massachusetts, New Jersey, New York, and Rhode Island</p>

  • CT
  • MA
  • NJ
  • NY
  • RI
(203) 357-1040

50 Woodbury Ave,
Stamford, CT 06907-2422

Get a Quote

Burr Capital Advisors, LLC

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

BBB Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

Connecticut, anywhere in the U.S.

  • AK
  • AL
  • AR
  • AS
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • GU
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
(860) 678-6260

10 N Main St Ste 213,
West Hartford, CT 06107-1941

Get a Quote

Barnum Financial Group, LLC

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

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:

Nationwide

  • USA
(203) 513-6000

225 High Ridge Rd Ste 1,
Stamford, CT 06905-3034