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          Category: Estate Planning and Management

          Showing: 2,823 results for Estate Planning and Management
          near East Setauket, NY

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          Total Wealth Planning, LLC

          Investment Management, Financial Planning Consultants, Life Insurance ...

          Service Area

          Serving the following areas:

          • NY
          not BBB accredited
          (631) 813-1138

          140 Fell Court, Suite 107,
          Hauppauge, NY 11788-4360

          Mercer Advisors

          Financial Planning Consultants, Tax Consultant, Investment Management ...

          BBB Rating: A+
          not BBB accredited
          (203) 689-5742

          1261 Post Rd Ste 102,
          Fairfield, CT 06824-6072

          MONECO Advisors, LLC

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

          BBB Rating: A+
          not BBB accredited
          (800) 666-3261

          2150 Post Rd Fl 201,
          Fairfield, CT 06824-5669

          MJP Wealth Advisors

          Financial Services, Retirement Planning Services, Insurance Agent ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CT
          • MA
          • NY
          not BBB accredited
          (203) 303-7036

          320 Post Rd W Ste 210,
          Westport, CT 06880-4743

          Nirenstein, Horowitz & Associates, PC

          Legal Services, Lawyers, Estate Planning and Management ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CT
          Accredited BusinessAccredited Business
          (860) 548-1000

          191 Post Rd W,
          Westport, CT 06880-4625

          Milestone Asset Management Group LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CT
          not BBB accredited
          (203) 951-1133

          22 Lafayette St,
          Milford, CT 06460-4710

          Oberst DeFala Law, PC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 06430
          • 06431
          • 06432
          • 06820
          • 06824
          • 06825
          • 06828
          • 06830
          • 06831
          • 06832
          • 06836
          • 06850
          • 06851
          • 06852
          • 06854
          • 06856
          • 06857
          • 06858
          • 06859
          • 06860
          Accredited BusinessAccredited Business
          (203) 866-4646

          111 East Ave Ste 333,
          Norwalk, CT 06851-5014

          Skye Legacy Planning LLC

          Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (631) 753-1212

          500 Bi County Blvd Ste 465,
          Farmingdale, NY 11735-3956

          Bay Colony Advisory Group, Inc.

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CO
          • CT
          • MA
          • VT
          not BBB accredited
          (203) 834-9093

          43 Heather Ln,
          Wilton, CT 06897-4129

          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

          6 Corporate Dr Fl 5,
          Shelton, CT 06484-6270

          Angliss & Colohan, P.C.

          CPA, Tax Return Preparation, Business Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CT
          • MA
          • NJ
          • NY
          • RI
          Accredited BusinessAccredited Business
          (203) 357-1040

          50 Woodbury Ave,
          Stamford, CT 06907-2422

          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

          225 High Ridge Rd Ste 1,
          Stamford, CT 06905-3034

          Flagship Financial Partners L.L.C.

          Insurance Agency, Insurance Companies, Financial Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CT
          Accredited BusinessAccredited Business
          (203) 712-7348

          2 Trap Falls Rd Ste 410,
          Shelton, CT 06484-7622

          Bay Colony Advisory Group, Inc.

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CO
          • CT
          • MA
          • VT
          not BBB accredited
          (800) 320-1912

          62 Pine Ridge Rd,
          Greenwich, CT 06830-4013

          Bailey Scarano LLC

          Accounting, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Fairfield County, CT
          • Hartford County, CT
          • Litchfield County, CT
          • Middlesex County, CT
          • New Haven County, CT
          • New London County, CT
          • Tolland County, CT
          • Windham County, CT
          Accredited BusinessAccredited Business
          (203) 481-1120

          1224 Main St,
          Branford, CT 06405-3778

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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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