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
Category: Estate Planning and Management

Showing: 215 results for Estate Planning and Management
near Somerset, VA

Filter by

Service Area

Filter by

Distance
Categories
BBB Rating
State/Province
Get Connected
Sort By
  • Best Match
  • Distance
  • Rating
  • A-Z
  • Z-A

Search results

Massanutten Financial Services, Inc.

Financial Consultants, Tax Return Preparation, Bookkeeping 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:

  • Rockingham County, VA
not BBB accredited
(540) 298-0644

420 W Spotswood Trl # A,
Elkton, VA 22827

Massanutten Financial Services, Inc.

Financial Consultants, Tax Return Preparation, Bookkeeping Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Rockingham County, VA
not BBB accredited
(540) 298-0644

101 Warren Street,
Elkton, VA 22827

Wealth Preservers, Inc.

Financial Services, Insurance Companies, Insurance Services Office ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Advance Mills, VA
  • Afton, VA
  • Amherst, VA
  • Aroda, VA
  • Arrington, VA
  • Aylor, VA
  • Banco, VA
  • Batesville, VA
  • Boyd Tavern, VA
  • Bremo Bluff, VA
  • Brightwood, VA
  • Burr Hill, VA
  • Bybee, VA
  • Campbell, VA
  • Charlottesville, VA
  • Cismont, VA
  • Cobham, VA
  • Covesville, VA
  • Criglersville, VA
  • Crozet, VA
not BBB accredited
(540) 645-5871

4444 Germanna Hwy Ste 315,
Locust Grove, VA 22508-2044

Dominion Eagle Advisor Group, LLC

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

BBB Rating: A+
Service Area

Serving the following areas:

  • VA
Accredited BusinessAccredited Business
(540) 548-8588

Fredericksbrg, VA 22407-4828

Get a Quote

Surles Burleson LLC.

Financial Services, Tax Return Preparation, Business Consultants ...

not BBB accredited
(540) 351-1717

P. O. Box 33,
Warrenton, VA 20188

Surles Burleson LLC.

Financial Services, Tax Return Preparation, Business Consultants ...

not BBB accredited
(540) 351-1717

98 Alexandria Pike Suite 24,
Warrenton, VA 20186

Cash Financial, LLC

Financial Consultants, Financial Planning Consultants, Notary Public ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Augusta County, VA
  • Nelson County, VA
  • Rockbridge County, VA
  • Staunton City County, VA
  • VA
Accredited BusinessAccredited Business
(540) 241-0659

53 Three C Ln,
Fishersville, VA 22939-2257

Get a Quote

Secured Property Management, LLC

Property Management, Estate Planning and Management

Service Area

Serving the following areas:

  • Amelia Court House, VA
  • Amelia, VA
  • Ampthill, VA
  • Ashaiiu, VA
  • Ashland, VA
  • Barhamsville, VA
  • Beach, VA
  • Beaumont, VA
  • Beaverdam, VA
  • Bon Air, VA
  • Bowling Green, VA
  • Brooke, VA
  • Bumpass, VA
  • Capitol, VA
  • Charles City, VA
  • Chester, VA
  • Chesterfield, VA
  • Colonial Heights, VA
  • Corbin, VA
  • Crozier, VA
not BBB accredited
(540) 479-1101

145 Harrell Rd Ste 109,
Fredericksbrg, VA 22405-4000

B B Financial Services

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

not BBB accredited
(540) 371-2424

527 Brooke Road,
Fredericksburg, VA 22405

Berish & Associates, Inc.

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

not BBB accredited
(703) 690-1023

210 Mast Cove,
Stafford, VA 22554

Carlson Financial

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

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:

Serving Colorado Springs, CO; Kansas City and Topeka, KS; and Richmond and Virginia Beach, VA.

    Accredited BusinessAccredited Business
    (844) 227-5766

    5207 Hickory Park Dr Ste E,
    Glen Allen, VA 23059

    Get a Quote

    Virginia Estate and Retirement Planning Advisors, Inc.

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

    not BBB accredited
    (800) 279-3768

    4870 Sadler Rd Ste 300,
    Glen Allen, VA 23060-6294

    BDC Capital Management Inc.

    Investment Advisory Services, Retirement Planning Services, Investment Management ...

    BBB Rating: A+
    Service Area

    Serving the following areas:

    • VA
    • USA
    Accredited BusinessAccredited Business
    (804) 965-0707

    4101 Cox Rd Ste 315,
    Glen Allen, VA 23060-3320

    Get a Quote

    Commonwealth Estate Planning Group, Inc.

    Estate Planning and Management

    BBB Rating: A+
    Service Area

    Serving the following areas:

    • Amelia Court House, VA
    • Amelia, VA
    • Ampthill, VA
    • Ashaiiu, VA
    • Ashland, VA
    • Barhamsville, VA
    • Beach, VA
    • Beaumont, VA
    • Bon Air, VA
    • Capitol, VA
    • Charles City, VA
    • Chester, VA
    • Chesterfield, VA
    • Colonial Heights, VA
    • Crozier, VA
    • Dabneys, VA
    • Dinwiddie, VA
    • Doswell, VA
    • Fife, VA
    • Forest Hill, VA
    not BBB accredited
    (804) 270-1964

    4025 Bush Lake Pl,
    Glen Allen, VA 23060-6419

    Covenant Wealth Advisors

    Wealth Management, Tax Consultant, Financial Planning Consultants ...

    BBB Rating: A+
    Service Area

    Serving the following areas:

    Richmond, Williamsburg, Mechanicsville, Glen Allen, Midlothian, Reston, Virginia

    • Amelia Court House, VA
    • Amelia, VA
    • Ampthill, VA
    • Ashaiiu, VA
    • Ashland, VA
    • Barhamsville, VA
    • Beach, VA
    • Beaumont, VA
    • Beaverdam, VA
    • Bon Air, VA
    • Bowling Green, VA
    • Brooke, VA
    • Bumpass, VA
    • Capitol, VA
    • Charles City, VA
    • Chester, VA
    • Chesterfield, VA
    • Colonial Heights, VA
    • Corbin, VA
    • Crozier, VA
    Accredited BusinessAccredited Business
    (804) 729-5265

    8001 Franklin Farms Drive RM 208,
    Regency, VA 23229