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: 2,494 results for Estate Planning and Management
          near Melbourne, FL

          Filter by

          Service Area

          Filter by

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

          John Folson, CPA, LLC

          Accountant, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Brevard County, FL
          • Citrus County, FL
          • Lake County, FL
          • Levy County, FL
          • Marion County, FL
          • Orange County, FL
          • Osceola County, FL
          • Polk County, FL
          • Seminole County, FL
          • Sumter County, FL
          • Volusia County, FL
          Accredited BusinessAccredited Business
          (321) 951-0036

          129 W Hibiscus Blvd STE Q,
          Melbourne, FL 32901-3006

          Financial Cornerstone Group, LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Brevard County, FL
          not BBB accredited
          (321) 735-4994

          2197 Julian Avenue NE,
          Palm Bay, FL 32905

          Gear & Buchanan Wealth Management, Inc.

          Wealth Management, Retirement Planning Services, Investment Management ...

          BBB Rating: A+
          not BBB accredited
          (321) 345-9922

          366 N. Babcock St. Suite 103,
          Melbourne, FL 32935

          Financial Cornerstone Group, LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Brevard County, FL
          not BBB accredited
          (321) 735-4994

          1490 Highway A1A Ste 202,
          Satellite Beach, FL 32937-5439

          Atlantic Financial Advisors, LLC

          Financial Planning Consultants, Financial Services, Insurance Services Office ...

          BBB Rating: A+
          not BBB accredited
          (321) 751-5599

          Melbourne, FL 32934-8434

          McEnerney Tax Advisory Group

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

          BBB Rating: A+
          not BBB accredited
          (321) 259-9335

          6767 N Wickham Rd. Ste. 400,
          Melbourne, FL 32940-1988

          McEnerney Tax Advisory Group

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

          BBB Rating: A+
          not BBB accredited
          (321) 259-9335

          1329 Bedford Dr STE 2,
          Melbourne, FL 32940-1988

          Leonard Financial Group

          Retirement Planning Services, Life Insurance, Investment Advisory Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Brevard County, FL
          Accredited BusinessAccredited Business
          (321) 259-6239

          2955 Pineda Plaza Way Ste 126,
          Melbourne, FL 32940-7306

          McPherson Financial Group, LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Brevard County, FL
          Accredited BusinessAccredited Business
          (321) 253-2016

          3159 Alzante Cir STE 101,
          Melbourne, FL 32940-7329

          Financial Cornerstone Group, LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Brevard County, FL
          not BBB accredited
          (321) 735-4994

          190 McIver Lane,
          Rockledge, FL 32955

          Itsmylife, LLC

          Vacation Rentals, Computer Software Developers, Estate Planning and Management

          Service Area

          Serving the following areas:

          • Brevard County, FL
          not BBB accredited
          (321) 961-2288

          P O Box 320231,
          Cocoa Beach, FL 32932

          R. Craig Rastello CPA , PA

          CPA, Tax Return Preparation, Accountant ...

          BBB Rating: A+
          not BBB accredited
          (321) 784-2530

          1980 N Atlantic Ave STE 614,
          Cocoa Beach, FL 32931

          Insight Tax Group, LLC

          Tax Consultant, Tax Return Preparation, Financial Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Atlantis, FL
          • Aventura, FL
          • Bal Harbour, FL
          • Basinger, FL
          • Bay Harbor Islands, FL
          • Belle Glade, FL
          • Big Pine Key, FL
          • Big Torch Key, FL
          • Biscayne Park, FL
          • Boca Raton, FL
          • Boynton Beach, FL
          • Briny Breezes, FL
          • Bryant, FL
          • Canal Point, FL
          • Carl Fisher, FL
          • Carol City, FL
          • Citrus Ridge, FL
          • City of Sunrise, FL
          • City of Westlake, FL
          • Cloud Lake, FL
          Accredited BusinessAccredited Business
          (321) 837-3609

          601 21st St STE 300,
          Vero Beach, FL 32960-0860

          McEnerney Tax Advisory Group

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

          BBB Rating: A+
          not BBB accredited
          (321) 259-9335

          1031 Royal Palm Blvd,
          Vero Beach, FL 32960-5341

          Elite Wealth Strategies

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Orange County, FL
          • Osceola County, FL
          • Seminole County, FL
          not BBB accredited
          (407) 359-8864

          1942 W County Road 419 STE 1030,
          Chuluota, FL 32766-9024

          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.