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Better Business Bureau®
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          Wildfires across the Los Angeles area are expected to become the costliest such disaster in U.S. history. As victims cope with the aftermath, it is crucial to stay vigilant against opportunistic scammers. In addition, those wishing to help by donating money or supplies should carefully research organizations before contributing. BBB offers guidance to protect both victims and donors. Copy and paste the following URL for helpful tips: bbb.org/local-bbb/bbb-of-los-angeles-and-silicon-valley
          Category: Estate Planning and Management

          Showing: 2,457 results for Estate Planning and Management
          near Moulton, TX

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          J. Miller Financial LLC

          Insurance Agency, Insurance Services Office, Life Insurance ...

          BBB Rating: A-
          Service Area

          Serving the following areas:

          • MD
          • MI
          • TN
          • TX
          • VA
          • WA
          Accredited BusinessAccredited Business
          (361) 575-9385

          Edna, TX 77957-3287

          Maxwell Locke & Ritter LLP

          CPA, Financial Services, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 78664
          Accredited BusinessAccredited Business
          (512) 370-3200

          401 Congress Ave Ste 1100,
          Austin, TX 78701-3788

          LBJ Family Wealth Advisors, Ltd.

          Estate Planning and Management

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • 78701
          not BBB accredited
          (512) 457-5000

          114 W 7th St Ste 900,
          Austin, TX 78701-3013

          Blum Firm

          Estate Planning and Management

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • 76102
          not BBB accredited
          (817) 334-0066

          303 Colorado St Ste 2550,
          Austin, TX 78701

          Austin First Financial

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 73301
          • 73344
          • 78701
          • 78702
          • 78703
          • 78704
          • 78705
          • 78708
          • 78709
          • 78710
          • 78711
          • 78712
          • 78713
          • 78714
          • 78715
          • 78716
          • 78717
          • 78718
          • 78719
          • 78720
          Accredited BusinessAccredited Business
          (512) 638-9499

          1502 West Ave,
          Austin, TX 78701-1530

          Brighton Jones

          Financial Planning Consultants, Estate Planning and Management

          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
          not BBB accredited
          (737) 241-1255

          Austin, TX 78746

          Southside 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
          Service Area

          Serving the following areas:

          • Alto, TX
          • Annona, TX
          • Athens, TX
          • Avery, TX
          • Avinger, TX
          • Bagwell, TX
          • Beckville, TX
          • Bogata, TX
          • Brownsboro, TX
          • Bullard, TX
          • Caddo Mills, TX
          • Campbell, TX
          • Carthage, TX
          • Cason, TX
          • Cayuga, TX
          • Celeste, TX
          • Chandler, TX
          • Clarksville, TX
          • Clayton, TX
          • Coffee City, TX
          not BBB accredited
          (903) 531-7111

          1250 S Capital of Texas Hwy Bld 1 Ste 101,
          West Lake Hills, TX 78746

          Southside Bank

          Bank, Financial Services, Loans ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Alto, TX
          • Annona, TX
          • Athens, TX
          • Avery, TX
          • Avinger, TX
          • Bagwell, TX
          • Beckville, TX
          • Bogata, TX
          • Brownsboro, TX
          • Bullard, TX
          • Caddo Mills, TX
          • Campbell, TX
          • Carthage, TX
          • Cason, TX
          • Cayuga, TX
          • Celeste, TX
          • Chandler, TX
          • Clarksville, TX
          • Clayton, TX
          • Coffee City, TX
          not BBB accredited
          (903) 531-7111

          11815 Alterra Pkwy, Ste 100,
          Austin, TX 78758

          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

          13809 N Highway 183 Ste 500,
          Austin, TX 78750-1223

          Trajan Wealth LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AZ
          not BBB accredited
          (480) 990-3300

          Austin, TX 78750

          Trajan Wealth LLC

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

          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
          Service Area

          Serving the following areas:

          • AZ
          not BBB accredited
          (512) 720-7885

          Austin, TX 78750

          CapStar Financial

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 73301
          • 73344
          • 78610
          • 78613
          • 78617
          • 78619
          • 78620
          • 78626
          • 78627
          • 78628
          • 78630
          • 78633
          • 78634
          • 78641
          • 78642
          • 78645
          • 78646
          • 78651
          • 78652
          • 78653
          Accredited BusinessAccredited Business
          (512) 215-9030

          6500 River Place Blvd Ste 200 Bldg 1,
          Austin, TX 78730-1156

          Maxwell Locke & Ritter LLP

          CPA, Financial Services, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 78664
          Accredited BusinessAccredited Business
          (512) 370-3200

          411 W Main St Ste 300,
          Round Rock, TX 78664-5955

          The Beakley Law Firm Senior Planning Division

          Estate Planning and Management

          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
          not BBB accredited
          (806) 793-6800

          1 Chisholm Trail Rd Ste 450,
          Round Rock, TX 78681

          Legacy Estate Services LLC

          Estate Planning and Management

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • 78734
          not BBB accredited
          (888) 637-8709

          PO Box 341221,
          Austin, TX 78734-0021

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          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.

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