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: 398 results for Estate Planning and Management
          near Visalia, CA

          Filter by

          Service Area

          Filter by

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

          Sozinho Brokerage Services, Inc.

          Life Insurance, Insurance Agency, Health Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 93274
          • 93275
          Accredited BusinessAccredited Business
          (559) 685-0768

          124 N L St Ste B,
          Tulare, CA 93274-4100

          Get a Quote

          Miller Davies & Ito Accountancy Corporation

          CPA, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 93650
          • 93701
          • 93702
          • 93703
          • 93704
          • 93705
          • 93706
          • 93707
          • 93708
          • 93709
          • 93710
          • 93711
          • 93712
          • 93714
          • 93715
          • 93716
          • 93717
          • 93718
          • 93720
          • 93721
          Accredited BusinessAccredited Business
          (559) 225-6211

          1320 E Shaw Ave Ste 167,
          Fresno, CA 93710-7905

          Get a Quote

          Linker Financial Group, Inc.

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 93650
          • 93701
          • 93702
          • 93703
          • 93704
          • 93705
          • 93706
          • 93707
          • 93708
          • 93709
          • 93710
          • 93711
          • 93712
          • 93714
          • 93715
          • 93716
          • 93717
          • 93718
          • 93720
          • 93721
          Accredited BusinessAccredited Business
          (559) 650-2929

          7575 N Cedar Ave Ste 102,
          Fresno, CA 93720-2693

          Get a Quote

          DeMera DeMera Cameron, LLP

          CPA, Tax Return Preparation, Estate Planning and Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CA
          Accredited BusinessAccredited Business
          (559) 226-9200

          5080 N Fruit Ave Ste 101,
          Fresno, CA 93711-3062

          Get a Quote

          Dritsas Groom McCormick, LLP

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (559) 447-8464

          7511 N Remington Ave Ste 101,
          Fresno, CA 93711-5757

          Get a Quote

          Yosemite Lakes Paralegal Services

          Paralegal, Notary Public, Estate Planning and Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Coarsegold, CA
          Accredited BusinessAccredited Business
          (559) 456-0182

          28420 Yosemite Springs Pkwy,
          Coarsegold, CA 93614-8841

          Get a Quote

          Hardaway Axume Weir CPAs, LLP

          CPA, Tax Return Preparation, Business Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 93301
          • 93302
          • 93303
          • 93304
          • 93305
          • 93306
          • 93307
          • 93308
          • 93309
          • 93311
          • 93312
          • 93313
          • 93314
          • 93380
          • 93381
          • 93382
          • 93383
          • 93384
          • 93385
          • 93386
          Accredited BusinessAccredited Business
          (661) 328-1815

          5001 California Ave Ste 121,
          Bakersfield, CA 93309-1658

          Get a Quote

          BD Oxford Financial Inc.-Secure Retirement Solutions

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (805) 434-6971

          524 South Main Street,
          Templeton, CA 93465

          Get a Quote

          Financial Risk Management, Inc.

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

          BBB Rating: A+
          Accredited BusinessAccredited Business

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

          Get a Quote

          Safeguard Investment Advisory Group, LLC.

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • RIVERSIDE County, CA
          • SAN BERNARDINO County, CA
          • SAN DIEGO County, CA
          • SANTA BARBARA County, CA
          • 100 Palms, CA
          • Adelanto, CA
          • Aguanga, CA
          • Alpine, CA
          • Alpine, CA
          • Alpine, CA
          • Alta Loma, CA
          • Alta Loma, CA
          • Amboy, CA
          • Angelus Oaks, CA
          • Anza, CA
          • Apple Valley, CA
          • Apple Valley, CA
          • Apple Valley, CA
          • Argus, CA
          • Arlington, CA
          Accredited BusinessAccredited Business
          (951) 667-4970

          1522 Olive St,
          Santa Barbara, CA 93101-1160

          Get a Quote

          Filippini Wealth Management, Inc.

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (805) 456-3850

          319 East Carrillo Street Suite 201,
          Santa Barbara, CA 93101

          Santa Barbara Estate Management

          Estate Planning and Management, Remodeling, Real Estate Agents ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • SANTA BARBARA County, CA
          • Ballard, CA
          • Buellton, CA
          • Carpinteria, CA
          • Carpinteria, CA
          • Casmalia, CA
          • Cuyama, CA
          • Garey, CA
          • Gaviota, CA
          • Goleta, CA
          • Goleta, CA
          • Goleta, CA
          • Goleta, CA
          • Goleta, CA
          • Goleta, CA
          • Goleta, CA
          • Guadalupe, CA
          • Isla Vista, CA
          • Lompoc, CA
          • Lompoc, CA
          Accredited BusinessAccredited Business
          (805) 319-5364

          Santa Barbara, CA 93101-5732

          Get a Quote

          Susan L. Wilson, A Professional Law Corporation

          Estate Planning Attorneys, Lawyers, Probate Attorneys ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (805) 641-1100

          1280 S. Victoria Ave Ste 135,
          Ventura, CA 93003

          Get a Quote

          Susan L. Wilson, A Professional Law Corporation

          Estate Planning Attorneys, Lawyers, Probate Attorneys ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (805) 641-1100

          1280 S. Victoria Ave. #135,
          Ventura, CA 93003

          Get a Quote

          American Legacy Solutions

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Ballard, CA
          • Buellton, CA
          • Casmalia, CA
          • Cuyama, CA
          • Garey, CA
          • Guadalupe, CA
          • Lompoc, CA
          • Los Alamos, CA
          • Los Olivos, CA
          • New Cuyama, CA
          • Orcutt, CA
          • Rancho Suey, CA
          • Santa Maria, CA
          • Santa Ynez, CA
          • Sisquoc, CA
          • Solvang, CA
          • Vandenberg Village, CA
          Accredited BusinessAccredited Business
          (805) 383-9854

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

          Get a Quote

          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.