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: 419 results for Estate Planning and Management
          near Santa Barbara, CA

          Filter by

          Service Area

          Filter by

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

          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
          (805) 892-4515

          Santa Barbara, CA 93101

          Filippini Wealth Management, Inc.

          Retirement Planning Services, Tax Consultant, Financial Planning Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Santa Barbara County, CA
          • Ventura County, CA
          Accredited BusinessAccredited Business
          (805) 969-6200

          319 E Carrillo St Ste 201,
          Santa Barbara, CA 93101-7457

          American Legacy Solutions

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CA
          Accredited BusinessAccredited Business
          (805) 684-6480

          5808 Telephone Rd Fl 2,
          Ventura, CA 93003-5330

          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
          (805) 985-8650

          2851 N Ventura Rd # 102,
          Oxnard, CA 93036

          Susan L. Wilson, A Professional Law Corporation

          Estate Planning Attorneys, Lawyers, Probate Attorneys ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Ventura County, CA
          Accredited BusinessAccredited Business
          (805) 464-7899

          1000 Town Center Dr Ste 300,
          Oxnard, CA 93036-1117

          A People's Choice

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

          BBB Rating: A
          Service Area

          Serving the following areas:

          • Alameda County, CA
          • Alpine County, CA
          • Amador County, CA
          • Butte County, CA
          • Calaveras County, CA
          • Colusa County, CA
          • Contra Costa County, CA
          • Del Norte County, CA
          • El Dorado County, CA
          • Fresno County, CA
          • Glenn County, CA
          • Humboldt County, CA
          • Imperial County, CA
          • Inyo County, CA
          • Kern County, CA
          • Kings County, CA
          • Lake County, CA
          • Lassen County, CA
          • Los Angeles County, CA
          • Madera County, CA
          Accredited BusinessAccredited Business
          (805) 648-5540

          1000 Town Center Dr Ste 300,
          Oxnard, CA 93036-1117

          Mark D. Reader, CPA

          CPA, Tax Return Preparation, Business Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Los Angeles County, CA
          • Ventura County, CA
          Accredited BusinessAccredited Business
          (805) 574-7911

          2945 Townsgate Rd Ste 200,
          Westlake Village, CA 91361-5866

          Providence Financial and Insurance Services, Inc

          Financial Planning Consultants, Insurance Companies, Investment Advisory Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Los Angeles County, CA
          Accredited BusinessAccredited Business
          (818) 887-6443

          20335 Ventura Blvd #125,
          Woodland Hills, CA 91364-2468

          Axume & Associates CPAS, AAC

          CPA, Tax Return Preparation, Business Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CA
          Accredited BusinessAccredited Business
          (661) 328-1815

          5001 California Ave Ste 124,
          Bakersfield, CA 93309-1658

          Integrity-West

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Los Angeles County, CA
          Accredited BusinessAccredited Business
          (818) 783-8719

          Encino, CA 91316-4522

          Rightway Services

          Tax Consultant, Business Services, Real Estates ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (818) 826-2444

          101 S Workman St,
          San Fernando, CA 91340-3227

          Wilson Financial Group

          Retirement Planning Services, Financial Services, Investment Management ...

          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:

          • Los Angeles County, CA
          • Addison, IL
          • Antioch, IL
          • Arlington Heights, IL
          • Aurora, IL
          • Barrington, IL
          • Bartlett, IL
          • Batavia, IL
          • Bellwood, IL
          • Bensenville, IL
          • Berkeley, IL
          • Big Rock, IL
          • Bloomingdale, IL
          • Broadview, IL
          • Brookfield, IL
          • Buffalo Grove, IL
          • Burlington, IL
          • Burr Ridge, IL
          • Burridge, IL
          • Campton Hills, IL
          Accredited BusinessAccredited Business
          (800) 398-0773

          11755 Wilshire Blvd Ste 1250,
          Los Angeles, CA 90025-1540

          Probate Solutions LA

          Real Estate Services, Real Estate Investing, Estate Sales ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Los Angeles County, CA
          Accredited BusinessAccredited Business
          (310) 318-8426

          Redondo Beach, CA 90277-2163

          Cross Town Notary Services LLC

          Notary Public, Estate Planning and Management, Loan Signing Agent ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Los Angeles County, CA
          Accredited BusinessAccredited Business
          (855) 906-6444

          445 S Figueroa St #3100,
          Los Angeles, CA 90071-1635

          Financial Risk Management, Inc.

          Retirement Planning Services, Life Insurance, Estate Planning and Management ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Los Angeles County, CA
          Accredited BusinessAccredited Business
          (800) 520-1204

          44404 16th St W #208,
          Lancaster, CA 93534-2839

          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.