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
Better Business Bureau®
Powered by data. Driven by trust.
Find local businesses
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: 69 results for Estate Planning and Management
near Dallas, TX

Advancial Federal Credit Union

Credit Union, Financial Services, Bank ...

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
Accredited BusinessAccredited Business
(972) 865-4496

3927 Oak Lawn Ave,
Dallas, TX 75219-4607

Get a Quote

Sharpe Law Group, PLLC

Legal Services, Estate Planning Attorneys, Probate Attorneys ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Dallas, TX
Accredited BusinessAccredited Business
(214) 742-6065

6688 N Central Expy Ste 450,
Dallas, TX 75206-3975

FastWill

Estate Planning and Management, Computer Software, Financial Technology

BBB Rating: A+
Service Area

Serving the following areas:

  • USA
Accredited BusinessAccredited Business
(858) 205-8690

Dallas, TX 75201-3206

Advancial Federal Credit Union

Credit Union, Financial Services, Bank ...

BBB Rating: A+
Accredited BusinessAccredited Business
(972) 528-4558

10000 N Central Expy Ste 111,
Dallas, TX 75231-4177

Get a Quote

Innovative Estate Management

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Dallas, TX
Accredited BusinessAccredited Business
(469) 646-6333

5001 Spring Valley Rd STE 1060E,
Dallas, TX 75244-3960

Get a Quote

The Duran Firm, PLLC

Estate Planning Attorneys, Lawyers, Probate Attorneys ...

BBB Rating: A+
Accredited BusinessAccredited Business
(214) 227-6400

13355 Noel Rd., Ste. 1100, LB 20A,
Dallas, TX 75240

Get a Quote

LD Lowe Wealth Advisory

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Richardson, TX
Accredited BusinessAccredited Business
(972) 335-2523

1100 E Campbell Rd STE 200,
Richardson, TX 75081-6745

Get a Quote

American Financial & Retirement Services, LLC

Financial Planning Consultants, Estate Planning and Management, Annuities

BBB Rating: A+
Service Area

Serving the following areas:

  • TX
Accredited BusinessAccredited Business
(972) 733-0026

16610 Dallas Pkwy Ste 2100,
Dallas, TX 75248-2690

Get a Quote

DHL Wealth Management

Wealth Management, Financial Planning Consultants, Life Insurance ...

BBB Rating: A+
Accredited BusinessAccredited Business
(800) 402-8862

2435 N Central Expy Ste 775,
Richardson, TX 75080-2753

Get a Quote

Advancial Federal Credit Union

Credit Union, Financial Services, Bank ...

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
Accredited BusinessAccredited Business
(972) 285-1100

2151 N Belt Line Rd,
Mesquite, TX 75150-5818

Get a Quote

Advancial Federal Credit Union

Credit Union, Financial Services, Bank ...

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
Accredited BusinessAccredited Business
(972) 669-1314

710 W Renner Rd STE 206,
Richardson, TX 75080-1057

Get a Quote

First National Bank Of Omaha (FNBO)

Bank, Loans, Mortgage Broker ...

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:

  • Omaha, NE
Accredited BusinessAccredited Business
(888) 980-5840

1300 Preston Rd,
Plano, TX 75093-5114

First National Bank Of Omaha (FNBO)

Bank, Loans, Mortgage Broker ...

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:

  • Omaha, NE
Accredited BusinessAccredited Business
(972) 985-7300

1300 Preston Rd,
Plano, TX 75093

Pathways Retirement Advisors LLC

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Plano, TX
Accredited BusinessAccredited Business
(855) 718-3400

3900 American Dr STE 204,
Plano, TX 75075-6190

Get a Quote

Strategic Estate Planning Services, Inc.

Estate Planning and Management, Life Insurance, Investment Security ...

BBB Rating: A+
Accredited BusinessAccredited Business
(800) 381-8870

4425 Plano Pkwy Ste 101,
Carrollton, TX 75010-5025

Get a Quote

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.