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: 3,435 results for Estate Planning and Management
          near Edmond, OK

          Filter by

          Service Area

          Filter by

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

          Mel Stewart Investments Services

          Retirement Planning Services, Estate Planning and Management, Business Brokers

          BBB Rating: A+
          not BBB accredited
          (405) 330-4600

          1404 S. Fretz Ave. Suite 900,
          Edmond, OK 73003

          Swan Estate Sales

          Estate Sales, Estate Liquidators, Estate Appraisal ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • OK
          Accredited BusinessAccredited Business
          (405) 953-1865

          2601 Kensington Ter,
          Edmond, OK 73013-6507

          Trajan Wealth LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AZ
          (480) 990-3300

          301 Lilac Dr Ste 120,
          Edmond, OK 73034-7297

          Trajan Wealth, LLC

          Fiduciary, Financial Services, Financial Planning Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Cochise County, AZ
          • Graham County, AZ
          • Greenlee County, AZ
          • Pima County, AZ
          • Santa Cruz County, AZ
          not BBB accredited
          (520) 321-4100

          301 Lilac Dr # 120,
          Edmond, OK 73034-7297

          Trajan Wealth, LLC

          Fiduciary, Financial Services, Financial Planning Consultants ...

          Service Area

          Serving the following areas:

          • USA
          not BBB accredited
          (405) 906-3460

          301 Lilac Dr Ste 120,
          Edmond, OK 73034-7297

          INTRUST Bank

          Bank, Financial Services, Loans ...

          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
          (316) 383-1234

          1450 S Kelly Ave,
          Edmond, OK 73003-5860

          Chase Financial Group, LLC

          Financial Services, Tax Return Preparation, Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (888) 847-6760

          1000 W. Wilshire Blvd. Suite 318,
          Oklahoma City, OK 73116

          Cincotta Law Office, PLLC

          Criminal Lawyers, Lawyers, Estate Planning Attorneys ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Canadian County, OK
          • Cleveland County, OK
          • Grady County, OK
          • Kingfisher County, OK
          • Lincoln County, OK
          • Logan County, OK
          • McClain County, OK
          • Oklahoma County, OK
          • Pottawatomie County, OK
          • 73185
          • 73193
          • 73197
          • 73198
          • 73199
          not BBB accredited
          (405) 266-0360

          3422 NW 135th St,
          Oklahoma City, OK 73120-4009

          Doris Beaton CPA, PLLC

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

          BBB Rating: A+
          not BBB accredited
          (405) 848-1040

          6440 Avondale Dr Ste 201,
          Nichols Hills, OK 73116-6416

          Wash and Wares

          Estate Sales, Estate Appraisal, Estate Planning and Management ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Oklahoma County, OK
          not BBB accredited
          (405) 496-7399

          6704 N Omaha Ave,
          Oklahoma City, OK 73116-2025

          Jamie Head Financial

          Estate Planning and Management, Insurance Services Office

          BBB Rating: A+
          not BBB accredited
          (405) 621-9824

          5408 NW 107th St,
          Oklahoma City, OK 73162-6996

          Estate Concepts Inc.

          Estate Planning and Management

          not BBB accredited
          (405) 947-2320

          3007 NW 63rd St Ste 105,
          Nichols Hills, OK 73116-3628

          Wilsey Meyer Eatmon Tate PLLC

          Accountant, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Oklahoma City, OK
          Accredited BusinessAccredited Business
          (405) 843-5311

          1900 NW Expressway Ste 300,
          Oklahoma City, OK 73118-1805

          INTRUST Bank

          Bank, Financial Services, Loans ...

          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
          (316) 383-1234

          8402 NW Expressway,
          Oklahoma City, OK 73162-6007

          Trajan Wealth, LLC

          Fiduciary, Financial Services, Financial Planning Consultants ...

          Service Area

          Serving the following areas:

          • USA
          not BBB accredited
          (405) 906-3460

          3030 NW Expressway Ste 200,
          Oklahoma City, OK 73112-5466

          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.