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
          After wildfires across the Los Angeles area caused unspeakable damage, it is crucial to stay vigilant against opportunistic scammers. BBB offers guidance on donations, recovery and avoiding scams.
          Category: Estate Planning and Management

          Showing: 2,625 results for Estate Planning and Management
          near Round Rock, TX

          Filter by

          Service Area

          Filter by

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

          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

          Empower Wealth & Tax

          Retirement Planning Services, Financial Services, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Travis County, TX
          Accredited BusinessAccredited Business
          (512) 833-6557

          1603 Medical Pkwy Ste 230,
          Cedar Park, TX 78613-7904

          360NetWorth, Inc

          Retirement Planning Services, Business Consultants, Notary Public ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (512) 464-1110

          Cedar Park, TX 78613-3271

          Above N Byond Mobile Signing Srvcs, LLC.

          Notary Public, Estate Planning and Management, Couriers

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Austin, TX
          • Georgetown, TX
          • Hutto, TX
          • Lago Vista, TX
          • Lakeway, TX
          • Leander, TX
          • Liberty Hill, TX
          • Round Rock, TX
          Accredited BusinessAccredited Business
          (210) 446-8082

          PO Box 3803,
          Cedar Park, TX 78630-3803

          Above N Byond Mobile Signing Srvcs, LLC.

          Notary Public, Estate Planning and Management, Couriers

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Austin, TX
          • Georgetown, TX
          • Hutto, TX
          • Lago Vista, TX
          • Lakeway, TX
          • Leander, TX
          • Liberty Hill, TX
          • Round Rock, TX
          Accredited BusinessAccredited Business
          (210) 446-8082

          Cedar Park, TX 78641-4435

          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
          (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

          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

          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

          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

          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

          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.