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Better Business Bureau®
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Better Business Bureau
          After wildfires across the Los Angeles area caused unspeakable damage, it is crucial to stay vigilant against opportunistic scammers. BBB offers guidance on donations, recovery and avoiding scams.
          Category: Estate Planning and Management

          Showing: 424 results for Estate Planning and Management
          near Rancho Cordova, CA

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          Sacramento Legal Documents

          Legal Document Help, Notary Public, Real Estate Agents ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CA
          Accredited BusinessAccredited Business
          (916) 335-3740

          11344 Coloma Rd Ste 542,
          Gold River, CA 95670-4458

          Safeguard Investment Advisory Group, LLC

          Investment Advisory Services, Financial Services, 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:

          • Riverside County, CA
          • San Bernardino County, CA
          • San Diego County, CA
          • Santa Barbara County, CA
          Accredited BusinessAccredited Business
          (877) 213-7233

          7921 Kingswood Dr Ste A1,
          Citrus Hts, CA 95610

          OneSource Wealth Management

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Alpine County, CA
          • Amador County, CA
          • Butte County, CA
          • Calaveras County, CA
          • El Dorado County, CA
          • Glenn County, CA
          • Lassen County, CA
          • Modoc County, CA
          • Nevada County, CA
          • Placer County, CA
          • Plumas County, CA
          • San Joaquin County, CA
          • Shasta County, CA
          • Siskiyou County, CA
          • Stanislaus County, CA
          • Sutter County, CA
          • Tehama County, CA
          • Trinity County, CA
          • Tuolumne County, CA
          • Yolo County, CA
          Accredited BusinessAccredited Business
          (916) 967-3500

          8261 Greenback Ln Ste 100,
          Fair Oaks, CA 95628-2533

          LDA Pro Legal

          Legal Services, Legal Document Help, Estate Planning and Management ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Contra Costa County, CA
          • Placer County, CA
          • Sacramento County, CA
          • San Joaquin County, CA
          • Yolo County, CA
          • Yuba County, CA
          • CA
          Accredited BusinessAccredited Business
          (916) 620-2446

          3550 Watt Ave Ste 140,
          Sacramento, CA 95821-2666

          Pomares & Company, LLP

          CPA, Tax Return Preparation, Financial Services ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (916) 929-3112

          791 University Ave,
          Sacramento, CA 95825-6708

          Bulman Wealth Group

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (916) 458-8199

          3400 Douglas Blvd Ste 150,
          Roseville, CA 95661-4281

          Safeguard Investment Advisory Group, LLC

          Investment Advisory Services, Financial Services, 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:

          • Riverside County, CA
          • San Bernardino County, CA
          • San Diego County, CA
          • Santa Barbara County, CA
          Accredited BusinessAccredited Business
          (916) 966-3040

          3005 Douglas Blvd Ste 150,
          Roseville, CA 95661

          OneSource Wealth Management

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Alpine County, CA
          • Amador County, CA
          • Butte County, CA
          • Calaveras County, CA
          • El Dorado County, CA
          • Glenn County, CA
          • Lassen County, CA
          • Modoc County, CA
          • Nevada County, CA
          • Placer County, CA
          • Plumas County, CA
          • San Joaquin County, CA
          • Shasta County, CA
          • Siskiyou County, CA
          • Stanislaus County, CA
          • Sutter County, CA
          • Tehama County, CA
          • Trinity County, CA
          • Tuolumne County, CA
          • Yolo County, CA
          Accredited BusinessAccredited Business
          (916) 967-3500

          4080 Cavitt Stallman Rd,
          Granite Bay, CA 95746-9049

          Monolith Financial Group

          Retirement Planning Services, Life Insurance, Investment Advisory Services ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (916) 367-6430

          6806 Fallsbrook Ct Ste 1,
          Granite Bay, CA 95746-6519

          Jesus Meza Income Tax Company

          Tax Return Preparation, Estate Planning and Management

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (916) 915-2015

          970 Reserve Dr Ste 100,
          Roseville, CA 95678-1377

          Monolith Financial Group

          Retirement Planning Services, Life Insurance, Investment Advisory Services ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (916) 367-6430

          6806 Fallsbrook Ct Ste 1,
          Granite Bay, CA 95746-6519

          Law Office of Edward Batista

          Lawyers, Notary Public Seals, Estate Planning Attorneys ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (530) 470-8984

          180 Promenade Cir Ste 300,
          Sacramento, CA 95834-2952

          Julie A. Heath, CPA and CFP

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (916) 652-1379

          PO Box 442,
          Loomis, CA 95650-0442

          Julie A. Heath, CPA and CFP

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (916) 652-1379

          Loomis, CA 95650

          Louis Lemos, CPA, CGMA

          CPA, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • San Joaquin County, CA
          • CA
          Accredited BusinessAccredited Business
          (209) 460-1040

          1401 N Hunter St,
          Stockton, CA 95202-1105

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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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