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          Category: Estate Planning and Management

          Showing: 1,562 results for Estate Planning and Management
          near Ojai, CA

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          Rick Scott Financial and Insurance Solutions

          Estate Planning and Management, Financial Services, Homeowners Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Ventura County, CA
          not BBB accredited
          (805) 658-0001

          6633 Telephone Rd Ste 218,
          Ventura, CA 93003-5569

          Secure Benefits Group, Inc.

          Estate Planning and Management

          Service Area

          Serving the following areas:

          • Ventura County, CA
          not BBB accredited
          (805) 642-3595

          674 County Square Drive #209B,
          Ventura, CA 93003

          American Legacy Solutions

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CA
          Accredited BusinessAccredited Business
          (805) 684-6480

          5808 Telephone Rd Fl 2,
          Ventura, CA 93003-5330

          Safeguard Investment Advisory Group, LLC

          Investment Advisory 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:

          • Riverside County, CA
          • San Bernardino County, CA
          • San Diego County, CA
          • Santa Barbara County, CA
          Accredited BusinessAccredited Business
          (805) 985-8650

          2851 N Ventura Rd # 102,
          Oxnard, CA 93036

          A People's Choice

          Legal Document Help, Paralegal, Estate Planning and Management ...

          BBB Rating: A
          Service Area

          Serving the following areas:

          • Alameda County, CA
          • Alpine County, CA
          • Amador County, CA
          • Butte County, CA
          • Calaveras County, CA
          • Colusa County, CA
          • Contra Costa County, CA
          • Del Norte County, CA
          • El Dorado County, CA
          • Fresno County, CA
          • Glenn County, CA
          • Humboldt County, CA
          • Imperial County, CA
          • Inyo County, CA
          • Kern County, CA
          • Kings County, CA
          • Lake County, CA
          • Lassen County, CA
          • Los Angeles County, CA
          • Madera County, CA
          Accredited BusinessAccredited Business
          (805) 648-5540

          1000 Town Center Dr Ste 300,
          Oxnard, CA 93036-1117

          Susan L. Wilson, A Professional Law Corporation

          Estate Planning Attorneys, Lawyers, Probate Attorneys ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Ventura County, CA
          Accredited BusinessAccredited Business
          (805) 464-7899

          1000 Town Center Dr Ste 300,
          Oxnard, CA 93036-1117

          Soares, Sandall, Bernacchi, & Petrovich, LLP, Certified Public Accountants

          CPA, Tax Return Preparation, Accountant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 93036
          not BBB accredited
          (805) 485-7965

          405 E. Esplanade Dr., Third Floor,
          Oxnard, CA 93036

          STAKERLaw

          Estate Planning and Management, Probate Attorneys, Elder Law Attorneys ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Ventura County, CA
          • Agoura Hills, CA
          (805) 482-2282

          1200 Paseo Camarillo #280,
          Camarillo, CA 93010

          BrightPath Wealth Planning

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

          Service Area

          Serving the following areas:

          • Santa Barbara County, CA
          • Ventura County, CA
          not BBB accredited
          (805) 764-0335

          5999 Ridge View St Ste B,
          Camarillo, CA 93012-9442

          Parker Estate Management

          Estate Planning and Management

          not BBB accredited
          (805) 262-7976

          Po Box 40922,
          Santa Barbara, CA 93140

          ESP Estate Planners

          Estate Planning and Management, Financial Services

          BBB Rating: F
          Service Area

          Serving the following areas:

          • Ventura County, CA
          not BBB accredited
          (805) 376-8070

          925 Broadbeck Drive, Suite 220,
          Thousand Oaks, CA 91320

          Sterling Legal Plans

          Paralegal, Estate Planning and Management, Geologist

          Service Area

          Serving the following areas:

          • Ventura County, CA
          not BBB accredited
          (805) 777-7090

          925 Broadbeck Drive, Suite 220,
          Thousand Oaks, CA 91320

          Filippini Wealth Management, Inc.

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Santa Barbara County, CA
          • Ventura County, CA
          Accredited BusinessAccredited Business
          (805) 969-6200

          319 E Carrillo St Ste 201,
          Santa Barbara, CA 93101-7457

          The Law Office of Dana F. Longo, APC

          Lawyers, Estate Planning and Management, Attorney Advertising

          Service Area

          Serving the following areas:

          • Santa Barbara County, CA
          not BBB accredited
          (805) 963-6551

          509 Brinkerhoff Ave.,
          Santa Barbara, CA 93101

          Santa Barbara Estate Planning & Elder Law

          Lawyers, Estate Planning Attorneys, Probate Attorneys ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • San Luis Obispo County, CA
          • Santa Barbara County, CA
          • Ventura County, CA
          (805) 946-1550

          1514 Anacapa St Ste A,
          Santa Barbara, CA 93101-1954

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          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.

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