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: 195 results for Estate Planning and Management
          near Shoreline, WA

          Filter by

          Service Area

          Filter by

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

          We Trust Company

          Estate Planning and Management, Bookkeeping Services

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • OR
          • WA
          Accredited BusinessAccredited Business
          (206) 781-6997

          2303 W Commodore Way Ste 304,
          Seattle, WA 98199-1560

          Washington Trust Bank

          Bank, Financial Planning Consultants, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • ID
          • WA
          Accredited BusinessAccredited Business
          (206) 667-8989

          601 Union St Ste 4747,
          Seattle, WA 98101-2340

          Washington Trust Bank

          Bank, Financial Planning Consultants, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • ID
          • WA
          Accredited BusinessAccredited Business
          (425) 709-5500

          10500 NE 8th St Ste 1100,
          Bellevue, WA 98004-4347

          Paul R Ried Financial Group LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WA
          Accredited BusinessAccredited Business
          (425) 646-6777

          10801 Main St Ste 201,
          Bellevue, WA 98004-6366

          Schoen Trust Company

          Trust Company, Estate Planning and Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Seattle, WA
          Accredited BusinessAccredited Business
          (425) 622-9022

          2707 Colby Ave Ste 1004,
          Everett, WA 98201-3566

          George W Robertson CFP

          Estate Planning and Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AK
          • ID
          • MT
          • OR
          • WA
          • WY
          • USA
          Accredited BusinessAccredited Business
          (425) 677-8750

          Issaquah, WA 98027-8993

          Mission Focused Financial

          Wealth Management, Life Insurance, Retirement Planning Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WA
          Accredited BusinessAccredited Business
          (253) 549-3683

          15406 Meridian E Ste 205,
          Puyallup, WA 98375-9504

          Solomon Financial Group, Inc.

          Financial Planning Consultants, Insurance Companies, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Chelan County, WA
          Accredited BusinessAccredited Business
          (509) 662-7717

          123 Ohme Garden Rd Ste 1,
          Wenatchee, WA 98801-4500

          Washington Trust Bank

          Bank, Financial Planning Consultants, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • ID
          • WA
          Accredited BusinessAccredited Business
          (509) 663-7429

          1851 N Wenatchee Ave,
          Wenatchee, WA 98801-1051

          Washington Trust Bank

          Bank, Financial Planning Consultants, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • ID
          • WA
          Accredited BusinessAccredited Business
          (509) 663-6554

          759 S Wenatchee Ave,
          Wenatchee, WA 98801-3071

          Washington Trust Bank

          Bank, Financial Planning Consultants, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • ID
          • WA
          Accredited BusinessAccredited Business
          (509) 884-7111

          523 Valley Mall Pkwy,
          E Wenatchee, WA 98802-4835

          Washington Trust Bank

          Bank, Financial Planning Consultants, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • ID
          • WA
          Accredited BusinessAccredited Business
          (509) 787-3582

          509 Central Ave S,
          Quincy, WA 98848-1257

          Washington Trust Bank

          Bank, Financial Planning Consultants, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • ID
          • WA
          Accredited BusinessAccredited Business
          (509) 754-3534

          12 Basin St NW,
          Ephrata, WA 98823-1622

          My Personal CFO LLC

          Financial Planning Consultants, Financial Services, CPA ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • OR
          • WA
          Accredited BusinessAccredited Business
          (503) 912-2090

          1220 Main St Ste 400,
          Vancouver, WA 98660-2963

          Stoneridge Wealth Management

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • OR
          Accredited BusinessAccredited Business
          (360) 567-0784

          201 NE Park Plaza Dr Ste 280,
          Vancouver, WA 98684-5881

          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.