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: 2,954 results for Estate Planning and Management
          near Lake Mary, FL

          Filter by

          Service Area

          Filter by

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

          Shawn Walton Investments LLC

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

          not BBB accredited
          (407) 564-2299

          1540 International Parkway, Suite 2000,
          Lake Mary, FL 32746

          Excel Tax & Wealth Group, Inc.

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

          not BBB accredited
          (407) 219-9017

          250 International Pkwy Suite 134,
          Lake Mary, FL 32746-5030

          Wealth Management Solutions, LLC

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (407) 960-6610

          605 Crescent Executive Ct Ste 112,
          Lake Mary, FL 32746-2133

          Papa & Kaczor Financial Specialists

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Alachua County, FL
          • Seminole County, FL
          • Altamonte Springs, FL
          • Longwood, FL
          • Winter Springs, FL
          • USA
          Accredited BusinessAccredited Business
          (407) 875-3331

          370 Crown Oak Centre Dr,
          Longwood, FL 32750-6149

          Legacy Financial Advisors

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

          BBB Rating: A+
          not BBB accredited
          (407) 264-2996

          1855 W SR 434, Suite 272,
          Longwood, FL 32750-5069

          Udell Associates, Inc.

          Estate Planning and Management, Insurance Companies, Investment Security

          BBB Rating: A+
          not BBB accredited
          (941) 951-0443

          407 Wekiva Springs Rd Ste 247,
          Longwood, FL 32779-6096

          Estate Sale Solutions of FLA

          Estate Sales, Estate Liquidators, Estate Appraisal ...

          BBB Rating: A+
          not BBB accredited
          (407) 790-0479

          Casselberry, FL 32707-4419

          Notary Nation LLC

          Notary Public, Notary Public Seals, Estate Planning and Management ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Lake County, FL
          • Orange County, FL
          • Osceola County, FL
          • Polk County, FL
          • Seminole County, FL
          not BBB accredited
          (407) 906-9555

          Altamonte Springs, FL 32701-7829

          Glickstein Laval Carris, P.A.

          CPA, Accountant, Accounting ...

          not BBB accredited
          (407) 645-4775

          220 E Central Pkwy Suite 1040,
          Altamonte Springs, FL 32701-3400

          Planwise Partners, LLC

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (888) 784-4787

          274 Wilshire Blvd Ste 261,
          Casselberry, FL 32707

          The Shafe Group Inc.

          Estate Planning and Management, Financial Services, Investment Security

          BBB Rating: A+
          not BBB accredited
          (407) 539-2232

          154 S Lakewood Cir,
          Maitland, FL 32751-3443

          Certified Financial Group, Inc.

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Brevard County, FL
          • Lake County, FL
          • Orange County, FL
          • Osceola County, FL
          • Polk County, FL
          • Seminole County, FL
          • Sumter County, FL
          • Volusia County, FL
          Accredited BusinessAccredited Business
          (407) 869-9800

          1111 Douglas Ave,
          Altamonte Springs, FL 32714-2033

          Privada Wealth Management, LLC

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

          BBB Rating: A+
          not BBB accredited
          (321) 280-9081

          549 N Wymore Rd STE 208,
          Maitland, FL 32751-4257

          LAT Services

          Estate Planning and Management

          BBB Rating: C-
          not BBB accredited
          (888) 251-9343

          Maitland, FL 32751-7133

          Ohab and Company, CPA

          Bookkeeping Services, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          not BBB accredited
          (407) 740-7311

          100 E Sybelia Ave STE 130,
          Maitland, FL 32751-4773

          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.