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: 258 results for Estate Planning and Management
near Patchogue, NY

Search results

Kingmaker Firm

Accountant, Tax Return Preparation, Tax Consultant ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

CT

  • CT
  • USA
(203) 828-0421

Bridgeport, CT 06610-2952

Get a Quote

Oberst DeFala Law, PC

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

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

Nirenstein, Horowitz & Associates, PC

Legal Services, Lawyers, Estate Planning Attorneys ...

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) 761-1070

191 Post Rd W,
Westport, CT 06880-4625

Get a Quote

Angliss & Colohan, P.C.

CPA, Tax Return Preparation, Business Services ...

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
  • USA
(203) 357-1040

50 Woodbury Ave,
Stamford, CT 06907-2422

Get a Quote

Barnum Financial Group, LLC

Financial Services, Financial Planning Consultants, Retirement Planning 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:

Nationwide

  • USA
(203) 513-6000

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

Get a Quote

Barnum Financial Group, LLC

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

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

Get a Quote

Bailey Scarano LLC

Accounting, Tax Return Preparation, Tax Consultant ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Fairfield County, CT
  • Hartford County, CT
  • Litchfield County, CT
  • Middlesex County, CT
  • New Haven County, CT
  • New London County, CT
  • Tolland County, CT
  • Windham County, CT
  • CT
  • USA
(203) 481-1120

1224 Main St,
Branford, CT 06405-3778

Get a Quote

Flagship Financial Partners L.L.C.

Insurance Agency, Insurance Companies, Financial Services ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

State of Connecticut&nbsp;

  • CT
  • USA
(203) 712-7348

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

Get a Quote

Monte Financial Group LLC

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

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
(203) 453-6851

30 Long Hill Rd,
Guilford, CT 06437-1870

Get a Quote

Hammond Iles Wealth Advisors

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

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) 258-2607

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

Get a Quote

Agemy Financial Strategies, Inc.

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

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Middlesex County, CT
  • New Haven County, CT
  • New London County, CT
  • CT
  • USA
(203) 738-0029

1570 Boston Post Rd Ste 400,
Guilford, CT 06437-2312

Barnum Financial Group, LLC

Financial Services, Financial Planning Consultants, Retirement Planning 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:

Nationwide

  • USA
(203) 513-6000

800 Boston Post Rd Ste 203 Bldg 2,
Guilford, CT 06437-2770

Get a Quote

Agemy Financial Strategies, Inc.

Life Insurance, Retirement Planning 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:

  • Middlesex County, CT
  • New Haven County, CT
  • New London County, CT
  • CT
  • USA
(800) 725-7616

741 Boston Post Rd Ste 308,
Guilford, CT 06437-2714

First Financial Planners

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

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

Connecticut, Massachusetts, Rhode Island, Maine, Vermont, New Hampshire, New York, North Carolina, South Carolina, Georgia, Florida, Washington, New Mexico, and Ohio

  • CT
  • FL
  • GA
  • MA
  • ME
  • NC
  • NH
  • NM
  • NY
  • RI
  • SC
  • VT
  • WA
  • USA
(203) 245-0017

23 Woodland Rd Apt C3,
Madison, CT 06443-2315

Get a Quote

Financial Tax Reports LLP

Accounting, Tax Return Preparation, Financial Services ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Westchester County, NY
  • NY
  • USA
(914) 421-7732

65 Court St Ste 5,
White Plains, NY 10601-4221

Get a Quote