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          Category: Estate Planning and Management

          Showing: 2,841 results for Estate Planning and Management
          near Purchase, NY

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          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

          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

          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

          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

          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

          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

          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

          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

          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

          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

          Strategic Financial Group Inc.

          Insurance Agent, Investment Management, Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (973) 265-2862

          550 Sylvan Ave. Suite 9,
          Englewood Cliffs, NJ 07632-3122

          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

          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

          Price Meese Shulman & D'Arminio, PC

          Lawyers, Transportation, Personal Injury Lawyers ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (201) 391-3737

          50 Tice Blvd Suite 380,
          Woodcliff Lake, NJ 07677-7681

          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

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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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