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Better Business Bureau®
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          Wildfires across the Los Angeles area are expected to become the costliest such disaster in U.S. history. As victims cope with the aftermath, it is crucial to stay vigilant against opportunistic scammers. In addition, those wishing to help by donating money or supplies should carefully research organizations before contributing. BBB offers guidance to protect both victims and donors. Copy and paste the following URL for helpful tips: bbb.org/local-bbb/bbb-of-los-angeles-and-silicon-valley
          Category: Estate Planning and Management

          Showing: 1,554 results for Estate Planning and Management
          near Santa Rosa, CA

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          Security First Guaranty

          Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (858) 674-1505

          515 Farmers Lane,
          Santa Rosa, CA 95405

          Bruce McKee, CPA

          Estate Planning and Management, CPA

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Santa Rosa, CA
          not BBB accredited
          (707) 523-1040

          1426 Townview Ln,
          Santa Rosa, CA 95405-7538

          Kobrin Financial Services, Inc.

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CA
          Accredited BusinessAccredited Business
          (707) 566-6775

          4849 Old Redwood Hwy,
          Santa Rosa, CA 95403-1415

          Rhodes Law

          Estate Planning Attorneys, Legal Services, Estate Planning and Management ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Alameda County, CA
          • Contra Costa County, CA
          • Humboldt County, CA
          • Lake County, CA
          • Marin County, CA
          • Mendocino County, CA
          • Napa County, CA
          • San Francisco County, CA
          • San Mateo County, CA
          • Solano County, CA
          • Sonoma County, CA
          • Agua Caliente, CA
          • Albion, CA
          • American Canyon, CA
          • Anchor Bay, CA
          • Angwin, CA
          • Annapolis, CA
          • Asti, CA
          • Bloomfield, CA
          • Bodega Bay, CA
          Accredited BusinessAccredited Business
          (707) 536-1088

          3035 Cleveland Ave Ste 205,
          Santa Rosa, CA 95403-3037

          Trust & Estate Plan

          Estate Planning and Management

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Petaluma, CA
          not BBB accredited
          (707) 324-0185

          405 E D St Ste 112,
          Petaluma, CA 94952-3173

          Pickford & Associates, Inc.

          Tax Return Preparation, Tax Consultant, Business Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Agua Caliente, CA
          • Alameda Point, CA
          • Alameda, CA
          • Alamo, CA
          • Albany, CA
          • Albion, CA
          • Allendale, CA
          • American Canyon, CA
          • Anchor Bay, CA
          • Angwin, CA
          • Annapolis, CA
          • Antioch, CA
          • Ashland, CA
          • Asti, CA
          • Atherton, CA
          • Bay Point, CA
          • Bel Marin Keyes, CA
          • Belmont, CA
          • Belvedere Tiburon, CA
          • Belvedere, CA
          not BBB accredited
          (707) 773-0255

          765 Baywood Dr STE 133,
          Petaluma, CA 94954-5507

          Basic Estate Planning

          Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (530) 666-7096

          2595 Patricia Dr,
          Napa, CA 94558-2658

          Morre & Company, LLP Certified Public Accountants

          CPA, Tax Return Preparation, Financial Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 94509
          • 94531
          not BBB accredited
          (415) 382-5600

          1682 Novato Blvd Ste 300,
          Novato, CA 94947-7001

          Gaw Estate Planning

          Estate Planning and Management

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Napa County, CA
          not BBB accredited
          (707) 681-5556

          1500 Third St # F,
          Napa, CA 94559

          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

          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

          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

          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

          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

          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

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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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