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: 1,559 results for Estate Planning and Management
          near El Sobrante, CA

          Filter by

          Service Area

          Filter by

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

          Callahan Financial Planning Company

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

          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:

          • Cass County, NE
          • Dodge County, NE
          • Douglas County, NE
          • Sarpy County, NE
          • Saunders County, NE
          • Washington County, NE
          not BBB accredited
          (402) 341-2000

          851 Irwin St., Ste A,
          San Rafael, CA 94901

          Mowat Mackie & Anderson, LLP

          CPA, Tax Return Preparation, Financial Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Contra Costa County, CA
          Accredited BusinessAccredited Business
          (510) 893-1120

          1999 Harrison St Ste 1500,
          Oakland, CA 94612-4703

          Secure Inheritance Estate Planning Service

          Estate Planning and Management

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Pleasant Hill, CA
          not BBB accredited
          (800) 550-1247

          PO Box 23726,
          Pleasant Hill, CA 94523-0726

          Law Office of Uy & Henrioulle

          Lawyers, Family Lawyers, Estate Planning and Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Oakland, CA
          not BBB accredited
          (510) 835-3730

          1212 Broadway Ste 820,
          Oakland, CA 94612-1810

          MCM Wealth

          Estate Planning and Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Novato, CA
          not BBB accredited
          (844) 626-4949

          Three Hamilton Landing Ste 200,
          Novato, CA 94949

          Strategic Financial

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Alameda County, CA
          • Contra Costa County, CA
          • Marin County, CA
          • Napa County, CA
          • San Francisco County, CA
          • San Mateo County, CA
          • Solano County, CA
          • Sonoma County, CA
          Accredited BusinessAccredited Business
          (415) 789-3700

          1000 4th St STE 580,
          San Rafael, CA 94901-3118

          Retirement Wealth & Tax Advisors

          Retirement Planning Services, Tax Consultant, Estate Planning and Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Pleasant Hill, CA
          not BBB accredited
          (925) 938-3200

          3478 Buskirk Avenue Suite 270,
          Pleasant Hill, CA 94523

          GTA Insurance Services

          Life Insurance, Estate Planning and Management

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • American Canyon, CA
          not BBB accredited
          (707) 480-7824

          101 American Canyon Rd Ste 508,
          American Canyon, CA 94503-1163

          The Law Offices of William Massarweh

          Estate Planning Attorneys, Estate Planning and Management, Trust Company

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Walnut Creek, CA
          not BBB accredited
          (925) 937-9866

          3100 Oak Rd Ste 250,
          Walnut Creek, CA 94597-4517

          Elite Estate Planning

          Estate Planning and Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • San Francisco County, CA
          not BBB accredited
          (415) 835-9463

          1750 Montgomery Street,
          San Francisco, CA 94111

          Clayton Financial Consulting Group

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Contra Costa County, CA
          not BBB accredited
          (925) 287-8880

          2121 N California Blvd STE 290,
          Walnut Creek, CA 94596-7351

          MCM Wealth

          Estate Planning and Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Novato, CA
          not BBB accredited
          (844) 626-4949

          4040 Civic Center Dr Ste 200,
          San Rafael, CA 94903-4187

          Guideway Legal Document & Mediation Services, Inc.

          Legal Document Help, Notary Public, Notary Public Seals ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Alameda County, CA
          • Contra Costa County, CA
          • Marin County, CA
          • Napa County, CA
          • San Francisco County, CA
          • San Mateo County, CA
          • Solano County, CA
          • Sonoma County, CA
          Accredited BusinessAccredited Business
          (925) 407-1010

          2067 Mt Diablo Blvd,
          Walnut Creek, CA 94596-4335

          Blanding Boyer & Rockwell, LLP

          CPA, Loans, Business Consultants ...

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Walnut Creek, CA
          not BBB accredited
          (925) 954-0100

          1676 N California Blvd,
          Walnut Creek, CA 94596

          Mercer Partners Wealth Management

          Financial Services, Financial Planning Consultants, Retirement Planning Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CA
          Accredited BusinessAccredited Business
          (925) 932-4700

          1243 Alpine Rd Ste 219,
          Walnut Creek, CA 94596-4431

          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.