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
Resources for Businesses My BBB

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: 402 results for Estate Planning and Management
near West Allis, WI

Filter by

Service Area

Filter by

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

Keith Heinze

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

BBB Rating: A+
Service Area

Serving the following areas:

  • WI
not BBB accredited
(262) 424-4623

Milwaukee, WI 53227

MacGillis Wiemer, LLC

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Afton, WI
  • Allenton, WI
  • Ashippun, WI
  • Avalon, WI
  • Bassett, WI
  • Bayside, WI
  • Bayview, WI
  • Beaver Dam, WI
  • Belgium, WI
  • Beloit, WI
  • Benet Lake, WI
  • Big Bend, WI
  • Bristol, WI
  • Brodhead, WI
  • Brookfield, WI
  • Brooklyn, WI
  • Brown Deer, WI
  • Brownsville, WI
  • Burlington, WI
  • Burnett, WI
Accredited BusinessAccredited Business
(414) 727-5150

11040 W Bluemound Rd Ste 100,
Wauwatosa, WI 53226-4154

Get a Quote

Glembocki Law Office

Lawyers, Probate Attorneys, Estate Planning and Management

BBB Rating: A+
Service Area

Serving the following areas:

  • Milwaukee County, WI
  • Ozaukee County, WI
  • Racine County, WI
  • Waukesha County, WI
not BBB accredited
(414) 277-9455

8405 W Forest Home Ave Ste 204,
Greenfield, WI 53228-3407

Duffey Law Office S.C.

Business Law Attorneys, Lawyers, Personal Injury Lawyers ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Kenosha County, WI
  • Milwaukee County, WI
  • Ozaukee County, WI
  • Racine County, WI
  • Washington County, WI
  • Waukesha County, WI
not BBB accredited
(414) 453-3400

933 N Mayfair Rd Ste 302,
Wauwatosa, WI 53226-3432

KLM Accounting and Tax Associates, LLC

Tax Return Preparation, Financial Services, Tax Consultant ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Afton, WI
  • Allenton, WI
  • Ashippun, WI
  • Avalon, WI
  • Bassett, WI
  • Bayside, WI
  • Bayview, WI
  • Beaver Dam, WI
  • Belgium, WI
  • Beloit, WI
  • Benet Lake, WI
  • Big Bend, WI
  • Bristol, WI
  • Brodhead, WI
  • Brookfield, WI
  • Brooklyn, WI
  • Brown Deer, WI
  • Brownsville, WI
  • Burlington, WI
  • Burnett, WI
Accredited BusinessAccredited Business
(414) 379-7766

13315 W Lincoln Rd,
New Berlin, WI 53151-3159

Get a Quote

Franklin Financial Planning & Consulting

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Milwaukee County, WI
Accredited BusinessAccredited Business
(414) 817-9344

4811 S 76th St Ste 315 Ste 315,
Milwaukee, WI 53220-4351

Get a Quote

Family Foundation Planning, LLC

Estate Planning and Management, Retirement Planning Services

BBB Rating: F
Service Area

Serving the following areas:

  • Milwaukee County, WI
not BBB accredited
(262) 521-9700

8585 W Forest Home Ave Ste 215,
Greenfield, WI 53228-3468

The Leist Group, LLC

Retirement Planning Services, Tax Return Preparation, Financial Planning Consultants ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Milwaukee County, WI
  • Waukesha County, WI
Accredited BusinessAccredited Business
(262) 796-1674

500 Elm Grove Rd Ste 200,
Elm Grove, WI 53122-2546

Oak Tree Financial Services - Brookfield, WI: Ameriprise

Investment Advisory Services, Financial Services, Financial Planning Consultants ...

BBB Rating: A+
Service Area

Serving the following areas:

  • WI
Accredited BusinessAccredited Business
(262) 649-9202

13555 Bishops Ct Ste 255,
Brookfield, WI 53005-6223

Get a Quote

P.A. Berg Retirement Solutions

Financial Services, Financial Planning Consultants, Estate Planning and Management

BBB Rating: A+
Service Area

Serving the following areas:

  • Waukesha County, WI
not BBB accredited
(262) 786-8600

250 N. Sunnyslope Rd. Suite 131,
Brookfield, WI 53005

Liberty Financial Group, Inc.

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Afton, WI
  • Allenton, WI
  • Ashippun, WI
  • Avalon, WI
  • Bassett, WI
  • Bayside, WI
  • Bayview, WI
  • Beaver Dam, WI
  • Belgium, WI
  • Beloit, WI
  • Benet Lake, WI
  • Big Bend, WI
  • Bristol, WI
  • Brodhead, WI
  • Brookfield, WI
  • Brooklyn, WI
  • Brown Deer, WI
  • Brownsville, WI
  • Burlington, WI
  • Burnett, WI
Accredited BusinessAccredited Business
(262) 785-1377

13150 Watertown Plank Rd Ste 203,
Elm Grove, WI 53122-2245

Get a Quote

Financial Planning Center for Women

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Afton, WI
  • Allenton, WI
  • Ashippun, WI
  • Avalon, WI
  • Bassett, WI
  • Bayside, WI
  • Bayview, WI
  • Beaver Dam, WI
  • Belgium, WI
  • Beloit, WI
  • Benet Lake, WI
  • Big Bend, WI
  • Bristol, WI
  • Brodhead, WI
  • Brookfield, WI
  • Brooklyn, WI
  • Brown Deer, WI
  • Brownsville, WI
  • Burlington, WI
  • Burnett, WI
not BBB accredited
(414) 529-5599

5711 Broad St,
Greendale, WI 53129-2403

Keith Heinze

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

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:

  • WI
not BBB accredited
(262) 424-4623

PO Box 680,
Greendale, WI 53129-0680

Roman Financial, Limited

Financial Planning Consultants, Estate Planning and Management

BBB Rating: A+
Service Area

Serving the following areas:

  • Milwaukee County, WI
Accredited BusinessAccredited Business
(414) 443-2008

2600 N Mayfair Rd Ste 1080,
Wauwatosa, WI 53226-1376

Get a Quote

Keil Financial Partners

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Afton, WI
  • Allenton, WI
  • Ashippun, WI
  • Avalon, WI
  • Bassett, WI
  • Bayside, WI
  • Bayview, WI
  • Beaver Dam, WI
  • Belgium, WI
  • Beloit, WI
  • Benet Lake, WI
  • Big Bend, WI
  • Bristol, WI
  • Brodhead, WI
  • Brookfield, WI
  • Brooklyn, WI
  • Brown Deer, WI
  • Brownsville, WI
  • Burlington, WI
  • Burnett, WI
Accredited BusinessAccredited Business
(262) 333-8353

15350 W National Ave Ste 214,
New Berlin, WI 53151-5158

Get a Quote

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.