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: 3,148 results for Estate Planning and Management
          near Media, PA

          Filter by

          Service Area

          Filter by

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

          Diamond State Financial Group

          Financial Planning Consultants, Financial Services, Business Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • DE
          • MD
          • PA
          • VA
          Accredited BusinessAccredited Business
          (610) 565-9550

          200 E State St Ste 303,
          Media, PA 19063-3434

          Retirement Prosperity Group

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (267) 405-6166

          280 N Providence Rd Ste 5,
          Media, PA 19063-3525

          Kaufman Financial Services

          Insurance Agency, Insurance Companies, Financial Planning Consultants ...

          BBB Rating: A+
          (302) 658-1111

          11 John Beal Dr,
          Garnet Valley, PA 19060-1127

          JFS Wealth Advisors LLC

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

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          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
          (724) 962-3200

          1055 Westlakes Drive 3rd Floor,
          Berwyn, PA 19312

          Spectrum Financial Group, Inc.

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (610) 935-7645

          920 Cassatt Rd Ste 115,
          Berwyn, PA 19312-1178

          Celli and Associates

          Lawyers, Estate Planning Attorneys, Real Estate Lawyers ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Bucks County, PA
          • Chester County, PA
          • Delaware County, PA
          • Montgomery County, PA
          • Philadelphia County, PA
          • DE
          • NJ
          not BBB accredited
          (610) 525-5380

          125 Strafford Avenue, Suite 115,
          Radnor, PA 19087-3335

          Chartered Advisory Group, Inc.

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (800) 461-5603

          130 Commons Ct,
          Chadds Ford, PA 19317-9724

          United Estate Services of Pennsylvania, Inc

          Viatical Settlement, Estate Planning and Management

          not BBB accredited
          (412) 928-2055

          1400 Morris Dr Chester Brook Corp Center,
          Chesterbrook, PA 19087-5512

          United Senior Advisors Group

          Estate Planning and Management

          not BBB accredited
          (412) 341-9390

          489 Devon Park Dr Ste 305,
          Wayne, PA 19087-1809

          United Estate Services of Pennsylvania, Inc

          Viatical Settlement, Estate Planning and Management

          not BBB accredited
          (412) 928-2055

          1400 Morris Dr Ste 102 Suite 102,
          Chesterbrook, PA 19087-5512

          JFS Wealth Advisors LLC

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

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          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
          (724) 962-3200

          1600 Market St Ste 3300,
          Philadelphia, PA 19103-7214

          Siefers Law Office

          Estate Planning and Management, Lawyers, Estate Planning Attorneys

          BBB Rating: A+
          not BBB accredited
          (812) 558-0533

          205 S Walnut St Ste 3,
          Bloomington, IN 47404-6118

          Wealth Wisdom Group, Inc.

          Investment Management, Financial Services, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • DE
          Accredited BusinessAccredited Business
          (302) 651-9191

          701 Foulk Rd Ste 2G,
          Wilmington, DE 19803-3733

          Wouch, Maloney & Co., LLP

          CPA, Tax Return Preparation, Accountant ...

          BBB Rating: A+
          not BBB accredited
          (215) 675-8364

          1515 Market St Ste 1710,
          Philadelphia, PA 19102-1926

          S&T Bank

          Bank, Financial Services, Loans ...

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • Allegheny County, PA
          • Blair County, PA
          • Westmoreland County, PA
          • 14614
          • 15904
          • 16214
          • 17140
          • 17601
          • 43026
          • 44221
          • 44333
          not BBB accredited
          (800) 325-2265

          1115 W Chester Pike,
          West Chester, PA 19382-5065

          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.