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: 2,996 results for Estate Planning and Management
          near Boulder, CO

          Filter by

          Service Area

          Filter by

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

          First National Bank of Omaha

          Bank, Loans, Mortgage Broker ...

          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
          Accredited BusinessAccredited Business
          (888) 980-5840

          3033 Iris Ave,
          Boulder, CO 80301-1904

          The Wealth Conservancy

          Estate Planning and Management

          not BBB accredited
          (303) 444-1919

          1525 Spruce St Ste 300,
          Boulder, CO 80302-4258

          First National Bank of Omaha

          Bank, Loans, Mortgage Broker ...

          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
          Accredited BusinessAccredited Business
          (303) 926-6611

          4770 Table Mesa Dr,
          Boulder, CO 80305

          The Culver Companies

          Investment Advisory Services, Retirement Planning Services, Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (303) 442-3670

          360 Interlocken Blvd Ste 104,
          Broomfield, CO 80021-3490

          SBTM Inc

          Bookkeeping Services, Payroll Services, Financial Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 80020
          • USA
          Accredited BusinessAccredited Business
          (303) 786-7116

          2655 W Midway Blvd Ste 340,
          Broomfield, CO 80020-7187

          First National Bank of Omaha (FNBO)

          Bank, Loans, Mortgage Broker ...

          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
          Accredited BusinessAccredited Business
          (888) 980-5840

          2075 State Highway 7,
          Erie, CO 80516-8004

          Wayland Law

          Family Lawyers, Estate Planning and Management, Business Law Attorneys

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Arapahoe County, CO
          • Boulder County, CO
          • Broomfield County, CO
          • Clear Creek County, CO
          • Douglas County, CO
          • Elbert County, CO
          • Fremont County, CO
          • Gilpin County, CO
          • Jefferson County, CO
          • Washington County, CO
          • CO
          not BBB accredited
          (303) 674-1880

          338 Main St,
          Longmont, CO 80501-5527

          First National Bank of Omaha

          Bank, Loans, Mortgage Broker ...

          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
          Accredited BusinessAccredited Business
          (888) 980-5840

          915 S Hover St,
          Longmont, CO 80501-7908

          First National Bank of Omaha

          Bank, Loans, Mortgage Broker ...

          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
          Accredited BusinessAccredited Business
          (888) 980-5840

          2305 Main St,
          Longmont, CO 80501-1134

          Senior and Family Financial

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Longmont, CO
          Accredited BusinessAccredited Business
          (970) 791-1787

          357 Main St Ste 7,
          Longmont, CO 80501-5532

          First National Bank of Omaha

          Bank, Loans, Mortgage Broker ...

          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
          Accredited BusinessAccredited Business
          (888) 980-5840

          12009 Sheridan Blvd,
          Broomfield, CO 80020-2402

          Townsend

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Adams County, CO
          • Arapahoe County, CO
          • Denver County, CO
          • Douglas County, CO
          • Jefferson County, CO
          Accredited BusinessAccredited Business
          (303) 452-5986

          2761 W 120th Ave Ste 200,
          Westminster, CO 80234-2980

          Legacy Wealth Designers, Inc

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

          BBB Rating: A+
          not BBB accredited
          (303) 933-6797

          14143 Denver West Pkwy Ste 100,
          Lakewood, CO 80401-3275

          BXB Property LLC

          Estate Planning and Management

          not BBB accredited

          4696 Grove St,
          Denver, CO 80211-1131

          Stewardship Colorado, LLC

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

          BBB Rating: A+
          not BBB accredited
          (303) 500-1931

          1240 Bergen Pkwy Ste A-200,
          Evergreen, CO 80439-9524

          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.