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: 3,779 results for Estate Planning and Management
          near Madison, WI

          Filter by

          Service Area

          Filter by

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

          Johnson Financial Group, Inc

          Bank, Financial Services, Loans ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          Accredited BusinessAccredited Business
          (414) 291-4500

          10 E Doty St,
          Madison, WI 53703-3376

          P.A. Berg Retirement Solutions

          Financial Services, Financial Planning Consultants, Estate Planning and Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Waukesha County, WI
          not BBB accredited
          (262) 786-8600

          10 E. Doty St. Ste 800,
          Madison, WI 53703

          Canary Wealth Strategies LLC

          Wealth Management, Retirement Planning Services, Estate Planning and Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Dane County, WI
          not BBB accredited
          (608) 213-1968

          1228 East Washington Avenue,
          Madison, WI 53703

          Johnson Financial Group, Inc

          Bank, Financial Services, Loans ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          Accredited BusinessAccredited Business
          (414) 291-4500

          10 East Doty Ste. 320,
          Madison, WI 53703

          Mennenga Tax & Financial Services

          Tax Reporting Service, Financial Services, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Dane, WI
          not BBB accredited
          (608) 241-5678

          814 Atlas Ave,
          Madison, WI 53714-3114

          Brown Advisory Group, LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Dane County, WI
          Accredited BusinessAccredited Business
          (608) 241-4425

          2445 Darwin Rd Ste 105,
          Madison, WI 53704-3116

          Klaas Financial Asset Advisors, LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          not BBB accredited
          (608) 442-5637

          5951 McKee Rd, Suite 200,
          Fitchburg, WI 53719-5114

          AERIE Preferred Financial Group

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          not BBB accredited
          (608) 831-1117

          6515 Grand Teton Plz Ste 106,
          Madison, WI 53719-1048

          Googins Advisors Inc.

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AK
          • AL
          • AR
          • AS
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • GU
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          not BBB accredited
          (608) 836-3229

          6417 University Ave,
          Middleton, WI 53562-3491

          Johnson Financial Group, Inc

          Bank, Financial Services, Loans ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          Accredited BusinessAccredited Business
          (414) 291-4500

          448 S Gammon Rd,
          Madison, WI 53719-1002

          Tota Vita Financial Associates

          Financial Planning Consultants, Retirement Planning Services, Estate Planning and Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Dane County, WI
          not BBB accredited
          (608) 237-1888

          4626 South Biltmore Lane,
          Madison, WI 53718

          State Bank of Cross Plains

          Bank, Financial Services, Loans ...

          BBB Rating: A-
          Service Area

          Serving the following areas:

          • Dane County, WI
          not BBB accredited
          (608) 826-3500

          2418 Crossroads Dr Ste 2700,
          Madison, WI 53718-2424

          KMA, S.C.

          CPA, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Columbia County, WI
          • Dane County, WI
          Accredited BusinessAccredited Business
          (608) 664-1040

          1200 John Q Hammons Dr Ste 500,
          Madison, WI 53717-2199

          Welshire Capital, LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • La Crosse County, WI
          not BBB accredited
          (608) 841-1043

          999 Fourier Dr Ste 100,
          Madison, WI 53717-2914

          Johnson Financial Group, Inc

          Bank, Financial Services, Loans ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          Accredited BusinessAccredited Business
          (608) 203-3900

          525 Junction Road Madison,
          Madison, WI 53717

          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.