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          Category: Estate Planning and Management

          Showing: 1,559 results for Estate Planning and Management
          near Richmond, CA

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          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

          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

          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

          The Platinum Financial Group

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

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • San Francisco, CA
          not BBB accredited
          (415) 693-3805

          655 Montgomery St Ste 1220,
          San Francisco, CA 94111-2630

          Pro Care Profession Care Mgmt

          Estate Planning and Management

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • San Francisco, CA
          not BBB accredited
          (510) 654-4675

          PO Box 330,
          San Francisco, CA 94104

          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

          The Law Office of Lauren N. Peebles

          Probate Attorneys, Lawyers, Family Lawyers ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Alameda County, CA
          • Contra Costa County, CA
          • San Francisco County, CA
          • Solano County, CA
          not BBB accredited
          (510) 263-8555

          1150 Ballena Blvd., Suite 253,
          Alameda, CA 94501

          Bibbs Paula

          Estate Planning and Management

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • San Francisco County, CA
          not BBB accredited
          (415) 552-8670

          1232 Market St,
          San Francisco, CA 94102

          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

          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

          Franco Estate Specialists

          Estate Planning and Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • San Francisco, CA
          not BBB accredited
          (415) 242-3149

          912 Cole St,
          San Francisco, CA 94117-4316

          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

          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

          100 Shoreline Hwy., Bldg B Ste. 100,
          Mill Valley, CA 94941

          Alan B. Jonas, CFP(R)

          Long Term Care Insurance, Estate Planning and Management

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • San Rafael, CA
          not BBB accredited
          (415) 479-7645

          40 Regina Way,
          San Rafael, CA 94903-3745

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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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