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: Financial Planning Consultants

          Showing: 11,495 results for Financial Planning Consultants
          near Jefferson, NY

          Filter by

          Service Area

          Filter by

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

          Beckley & Quirini

          Tax Consultant, Tax Return Preparation, Financial Planning Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Schoharie County, NY
          not BBB accredited
          (518) 234-4829

          2441 State Route 7 Ste 1,
          Cobleskill, NY 12043-5704

          Miller Financial

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Orange County, NY
          • Otsego County, NY
          • Rockland County, NY
          not BBB accredited
          (607) 433-0620

          11 Watkins Ave,
          Oneonta, NY 13820-2420

          Matt Campbell-Prudential Financial Professional

          Financial Planning Consultants

          BBB Rating: A+
          not BBB accredited
          (607) 829-8444

          499 Main Street,
          Franklin, NY 13775

          BRPS Consulting, LLC

          Financial Planning Consultants, Estate Planning and Management, Insurance Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Montgomery County, NY
          • Schoharie County, NY
          Accredited BusinessAccredited Business
          (518) 369-2358

          Duanesburg, NY 12056-4439

          Capital Payment Plan, Inc

          Financial Planning Consultants

          BBB Rating: A+
          not BBB accredited
          (518) 452-8572

          52 Corporate Cir. Ste 2,
          Albany, NY 12203

          Professional Planning Group

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

          BBB Rating: A+
          not BBB accredited
          (518) 869-0498

          1 Alton Road Suite # C,
          Albany, NY 12203

          Hartmann Financial Group, LLC

          Financial Services, Insurance Companies, Credit and Debt Counseling ...

          BBB Rating: A+
          not BBB accredited
          (518) 439-2770

          2 Howard Place, Suite # 1,
          Delmar, NY 12054

          Capital Financial Planning

          Financial Planning Consultants

          BBB Rating: A
          not BBB accredited
          (518) 482-4425

          6 Tower Pl,
          Albany, NY 12203-3725

          Capital Payment Plan, Inc

          Financial Planning Consultants

          BBB Rating: A+
          not BBB accredited
          (518) 452-8572

          Po box 15029,
          Albany, NY 12212-5111

          Hartmann Financial Group, LLC

          Financial Services, Insurance Companies, Credit and Debt Counseling ...

          BBB Rating: A+
          not BBB accredited
          (518) 439-2770

          163 Delaware Avenue Suite 103, 2nd Floor,
          Delmar, NY 12054

          Wealth Advisory & Management Corporation of America

          Financial Planning Consultants, Financial Services

          BBB Rating: A+
          not BBB accredited
          (518) 372-6996

          1574 Union St.,
          Schenectady, NY 12309

          Clark Financial Planning

          Financial Planning Consultants

          BBB Rating: A+
          not BBB accredited
          (518) 280-6395

          4008 Windsor Dr,
          Schenectady, NY 12309

          Bell Financial

          Financial Planning Consultants

          BBB Rating: A+
          not BBB accredited
          (518) 434-7411

          2 Pine West Plz # 203,
          Albany, NY 12205

          Ubs Paine Webber

          Investment Security, Financial Planning Consultants, Retirement Planning Services ...

          BBB Rating: A+
          not BBB accredited
          (716) 849-0800

          80 Wolf Rd,
          Albany, NY 12205-2604

          Team Greenwood Rodriguez LLC

          Wealth Management, Financial Planning Consultants, Life Insurance ...

          BBB Rating: A+
          not BBB accredited
          (518) 724-5004

          43 British American Blvd,
          Latham, NY 12110-1418

          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.