Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

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.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Category: Estate Planning and Management

          Showing: 1,573 results for Estate Planning and Management
          near Lotus, CA

          Filter by

          Service Area

          Filter by

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

          Senior Partnership Plan

          Estate Planning and Management

          not BBB accredited
          (916) 765-6596

          5433 Comstock Rd,
          Placerville, CA 95667-8712

          Associates Financial Services-Capitol Group

          Estate Planning and Management

          not BBB accredited

          384 Placerville Dr Ste B,
          Placerville, CA 95667-3939

          Advanced Financial Services

          Estate Planning and Management

          not BBB accredited
          (530) 644-5643

          243 Placerville Dr,
          Placerville, CA 95667-3911

          AAA Financial Management, Inc

          Estate Planning and Management

          not BBB accredited
          (530) 885-8999

          2018 Grayhorse Dr,
          Auburn, CA 95603-5856

          Auburn Tridea

          Bookkeeping Services, Estate Planning and Management

          not BBB accredited
          (530) 823-2098

          400 Auburn Folsom Rd,
          Auburn, CA 95603-5515

          Diversified Investments

          Estate Planning and Management

          not BBB accredited
          (530) 885-6758

          1285 High St # B,
          Auburn, CA 95603-5066

          Household Finance Corp.

          Estate Planning and Management

          not BBB accredited
          (916) 863-5280

          3970 Missouri Flat Rd.,
          Placerville, CA 95667

          Living Trusts America

          Estate Planning and Management

          not BBB accredited
          (800) 874-4443

          6692 Merchandise Way #B,
          Diamond Springs, CA 95619

          Sierra Business Insurance Services

          Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (916) 933-4801

          2563 Pendleton Dr,
          El Dorado Hills, CA 95762-4005

          LPL Financial - Sheri Merle CFP

          Estate Planning and Management

          not BBB accredited
          (916) 933-0330

          981 Governor Dr Ste 101,
          El Dorado Hills, CA 95762-4292

          Julie A. Heath, CPA and CFP

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (916) 652-1379

          PO Box 442,
          Loomis, CA 95650-0442

          Meadow Estate Treasures

          Estate Planning and Management

          not BBB accredited
          (530) 878-4617

          16958 Placer Hills Rd.,
          Meadow Vista, CA 95722

          Monolith Financial Group

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (916) 367-6430

          6806 Fallsbrook Ct Ste 1,
          Granite Bay, CA 95746-6519

          Julie A. Heath, CPA and CFP

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (916) 652-1379

          Loomis, CA 95650

          Monolith Financial Group

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (916) 367-6430

          6806 Fallsbrook Ct Ste 1,
          Granite Bay, CA 95746-6519

          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.