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.
Resources for Businesses

My Home Location

Columbus, OH, USA

My BBB

BBB of Central Ohio

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: 1,981 results for Estate Planning and Management
near Winter Harbor, ME

Filter by

Service Area

Filter by

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

Quality Senior Benefits LLC

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

BBB Rating: A+
Service Area

Serving the following areas:

  • CT
  • FL
  • MA
  • ME
  • NH
  • NJ
  • RI
  • SC
Accredited BusinessAccredited Business
(860) 880-8800

34 Old Farm Rd,
Terryville, CT 06786-4402

Professional Planning Group

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

BBB Rating: A+
not BBB accredited
(518) 869-0498

1 Alton Road Suite # C,
Albany, NY 12203

Avery, Teach and Company

Estate Sales, Estate Appraisal, Estate Planning and Management

BBB Rating: A+
Service Area

Serving the following areas:

  • Dutchess County, NY
  • Schenectady County, NY
not BBB accredited
(518) 930-1337

29 Jay St # 53,
Schenectady, NY 12305-1912

First Financial Planners

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

BBB Rating: A+
Service Area

Serving the following areas:

  • CT
  • FL
  • GA
  • MA
  • ME
  • NC
  • NH
  • NM
  • NY
  • RI
  • SC
  • VT
  • WA
Accredited BusinessAccredited Business
(203) 245-0017

23 Woodland Rd Apt C3,
Madison, CT 06443-2315

Quality Senior Benefits LLC

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

BBB Rating: A+
Service Area

Serving the following areas:

  • CT
  • FL
  • MA
  • ME
  • NH
  • NJ
  • RI
  • SC
Accredited BusinessAccredited Business
(860) 880-8800

50 Union St,
Thomaston, CT 06787-1738

Agemy Financial Strategies, Inc.

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Middlesex County, CT
  • New Haven County, CT
  • New London County, CT
Accredited BusinessAccredited Business
(800) 725-7616

741 Boston Post Rd Ste 308,
Guilford, CT 06437-2714

Barnum Financial Group, LLC

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

BBB Rating: A-
Service Area

Serving the following areas:

  • USA
Accredited BusinessAccredited Business
(203) 513-6000

800 Boston Post Rd Ste 203 Bldg 2,
Guilford, CT 06437-2770

Monte Financial Group LLC

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

BBB Rating: A+
Service Area

Serving the following areas:

  • AK
  • AL
  • AR
  • AS
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • GU
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
Accredited BusinessAccredited Business
(203) 453-6851

30 Long Hill Rd,
Guilford, CT 06437-1870

Agemy Financial Strategies, Inc.

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

BBB Rating: A+
Service Area

Serving the following areas:

  • Middlesex County, CT
  • New Haven County, CT
  • New London County, CT
Accredited BusinessAccredited Business
(800) 725-7616

1570 Boston Post Rd Ste 400,
Guilford, CT 06437-2312

Kanner Financial Services LLC

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

Service Area

Serving the following areas:

  • AK
  • AL
  • AR
  • AS
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • GU
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
not BBB accredited
(203) 239-5370

116 Washington Ave Ste 3,
North Haven, CT 06473-1721

Michael L. Guidone, CPA

CPA, Tax Return Preparation, Accountant ...

BBB Rating: A+
not BBB accredited
(203) 415-6118

16 Birchwood Dr,
Hamden, CT 06518-1160

Caserta & deJongh LLC

Financial Services, Life Insurance, Investment Advisory Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • CT
Accredited BusinessAccredited Business
(203) 272-9111

12 Elm St,
North Haven, CT 06473-2507

DeCaprio CPA & Associates, P.C.

CPA, Tax Return Preparation, Accountant ...

BBB Rating: A+
Service Area

Serving the following areas:

  • CT
  • FL
  • NJ
  • NY
not BBB accredited
(203) 488-6374

500 E Main St Ste 334,
Branford, CT 06405-2929

HRT Advisors, LLC

CPA, Tax Return Preparation, Tax Consultant ...

BBB Rating: A+
Service Area

Serving the following areas:

  • CT
Accredited BusinessAccredited Business
(860) 644-5825

1 Evergreen Ave Ste 22,
Hamden, CT 06518-2732

Michael L. Guidone, CPA

CPA, Tax Return Preparation, Accountant ...

BBB Rating: A+
not BBB accredited
(203) 415-6118

555 Sherman Ave,
Hamden, CT 06514-1152

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.