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: 2,840 results for Estate Planning and Management
          near Mount Kisco, NY

          Filter by

          Service Area

          Filter by

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

          Kibbe & Iasiello, Attorneys At Law

          Lawyers, Real Estate Lawyers, Family Lawyers ...

          not BBB accredited
          (914) 962-5513

          1961 Commerce St,
          Yorktown Hts, NY 10598-4411

          TFS (Tax and Financial Solutions) LLC

          Financial Planning Consultants, Financial Services, Estate Planning and Management ...

          BBB Rating: A+
          not BBB accredited
          (914) 741-0200

          370 Elwood Ave Ste 201,
          Hawthorne, NY 10532-1258

          Sternbach & Rose, CPAs, P.C.

          CPA, Tax Return Preparation, Financial Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • NY
          Accredited BusinessAccredited Business
          (914) 940-4449

          115 E Stevens Ave Ste 100,
          Valhalla, NY 10595-1272

          Schneider Financial Group, Ltd.

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

          not BBB accredited
          (845) 628-5400

          PO Box 628,
          Mahopac, NY 10541-0628

          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

          Financial Tax Reports LLP

          Accounting, Tax Return Preparation, Financial Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Westchester County, NY
          Accredited BusinessAccredited Business
          (914) 421-7732

          65 Court St Ste 5,
          White Plains, NY 10601-4221

          Western & Southern Financial Group, Inc.

          Financial Services, Insurance Companies, 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
          not BBB accredited

          66 Church St.,
          White Plains, NY 10601

          Schneider Financial Group, Ltd.

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

          not BBB accredited
          (845) 628-5400

          824 Route 6 Ste 4,
          Mahopac, NY 10541-1795

          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

          D'Arcangelo & Co., LLP

          CPA, Tax Return Preparation, Estate Planning and Management

          not BBB accredited
          (914) 694-4600

          800 Westchester Ave Ste N400,
          Rye Brook, NY 10573-1301

          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

          Ralph S. Adorno, C.L.U. & Associates

          Insurance Services Office, Financial Planning Consultants, Estate Planning and Management ...

          not BBB accredited
          (845) 526-3005

          558 Peekskill Hollow Road,
          Putnam Valley, NY 10579-2302

          Par Nine, LLC

          Estate Planning and Management

          not BBB accredited
          (914) 837-8289

          84 Peter Rd,
          Brewster, NY 10509-2104

          Probate Advance LLC

          Inheritance Funding Company, Estate Planning and Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (866) 393-3612

          800 Westchester Ave Ste N403,
          Rye Brook, NY 10573-1354

          Gaber, Berard & Associates, LLP

          CPA, Tax Return Preparation, Tax Consultant ...

          Service Area

          Serving the following areas:

          • Rockland County, NY
          not BBB accredited
          (845) 623-4500

          365 Route 304 Ste 202,
          Bardonia, NY 10954-1601

          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.