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: 2,749 results for Estate Planning and Management
          near Sag Harbor, NY

          Filter by

          Service Area

          Filter by

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

          Rogers & Associates

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CT
          • RI
          not BBB accredited
          (860) 434-3363

          57 Four Mile River Rd Ste 2,
          Old Lyme, CT 06371-1508

          MacKinstry Financial & Investments, LLC

          Financial Planning Consultants, Estate Planning and Management, Teacher Agency

          BBB Rating: A+
          not BBB accredited
          (860) 669-9900

          9 Old Post Rd,
          Clinton, CT 06413

          Hammond Iles Wealth Advisors

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AL
          • AR
          • AZ
          • CA
          • CT
          • DE
          • FL
          • GA
          • IA
          • IN
          • MA
          • ME
          • MI
          • MN
          • MO
          • NC
          • NH
          • NJ
          • NM
          • NY
          Accredited BusinessAccredited Business
          (860) 258-2600

          102 Halls Rd,
          Old Lyme, CT 06371

          Benchmark Wealth Management LLC

          Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (860) 434-6890

          83 Halls Rd Ste 201,
          Old Lyme, CT 06371-4409

          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

          Benchmark Wealth Management LLC

          Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (860) 434-6890

          PO Box 525,
          Old Lyme, CT 06371-0525

          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

          3 Shaws Cv Ste 204,
          New London, CT 06320-4968

          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

          Norwich Financial, LLC

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

          BBB Rating: A+
          not BBB accredited
          (860) 526-2021

          4 Water St,
          Chester, CT 06412

          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

          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

          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

          Financial Benefits Unlimited, LLC

          Wealth Management, Financial Services, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CT
          Accredited BusinessAccredited Business
          (860) 349-3826

          63 Agerola Rd,
          Durham, CT 06422-1921

          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.