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          Category: Estate Planning and Management

          Showing: 258 results for Estate Planning and Management
          near New Smyrna Beach, FL

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          Sonya L. Laney, C.P.A., P.A.

          CPA, Tax Return Preparation, Business Consultants ...

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Volusia County, FL
          not BBB accredited
          (386) 761-8500

          464 Venetian Villa Dr,
          New Smyrna Beach, FL 32168-5344

          Principal Business Insurance Advisors LLC

          Wealth Management, Financial Services, Life Insurance ...

          BBB Rating: NR
          not BBB accredited
          (321) 385-7797

          New Smyrna Beach, FL 32168-8429

          Poole Financial Network

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Volusia County, FL
          • Daytona Beach, FL
          • Deland, FL
          • Deltona, FL
          • Ormond Beach, FL
          • Port Orange, FL
          Accredited BusinessAccredited Business
          (386) 761-5552

          5889 S Williamson Blvd STE 1413,
          Port Orange, FL 32128-7498

          Silva Fiduciary Advisors, Inc.

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Brevard County, FL
          • Orange County, FL
          • Seminole County, FL
          • Volusia County, FL
          not BBB accredited
          (386) 212-9796

          601 Innovation Way,
          Daytona Beach, FL 32114-3865

          The Total Advisor, LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Volusia County, FL
          Accredited BusinessAccredited Business
          (386) 882-6256

          Daytona Beach Shores, FL 32118-7938

          Get a Quote

          Holland Financial, Inc.

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Brevard County, FL
          • Flagler County, FL
          • Orange County, FL
          • Saint Johns County, FL
          • Seminole County, FL
          • Volusia County, FL
          Accredited BusinessAccredited Business
          (386) 671-7526

          700 W Granada Blvd Ste 200,
          Ormond Beach, FL 32174-9426

          Get a Quote

          Holland Financial, Inc.

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

          BBB Rating: A+
          not BBB accredited
          (386) 446-6600

          700 W Granada Blvd,
          Ormond Beach, FL 32174

          Florida Credit Union

          Credit Union, Insurance Services Office, Retirement Planning Services ...

          BBB Rating: B

          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:

          • Alachua County, FL
          • Baker County, FL
          • Bradford County, FL
          • Clay County, FL
          • Columbia County, FL
          • Dixie County, FL
          • Duval County, FL
          • Flagler County, FL
          • Gilchrist County, FL
          • Hamilton County, FL
          • Jefferson County, FL
          • Lafayette County, FL
          • Leon County, FL
          • Levy County, FL
          • Madison County, FL
          • Marion County, FL
          • Nassau County, FL
          • Putnam County, FL
          • Saint Johns County, FL
          • Suwannee County, FL
          not BBB accredited
          (352) 377-4141

          1735 N Woodland Blvd,
          Deland, FL 32720-1806

          Elite Wealth Strategies

          Retirement Planning Services, Life Insurance, Estate Planning and Management ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Orange County, FL
          • Osceola County, FL
          • Seminole County, FL
          not BBB accredited
          (407) 359-8864

          1942 W County Road 419 STE 1030,
          Chuluota, FL 32766-9024

          Michael J. Duranceau, CPA, LLC

          CPA, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          not BBB accredited
          (386) 265-1946

          595 W Granada Blvd STE E,
          Ormond Beach, FL 32174-5182

          First Down Financial, Inc.

          Financial Planning Consultants, Financial Consultants, Estate Planning and Management

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (407) 542-7232

          1942 W County Road 419 Ste 1030,
          Oviedo, FL 32766-9017

          Get a Quote

          John D. Lykkebak CPA

          CPA, Tax Return Preparation, Accountant ...

          BBB Rating: NR
          not BBB accredited
          (407) 366-3130

          864 Executive Dr,
          Oviedo, FL 32765-7699

          Wealth Management Solutions, LLC

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (407) 960-6610

          605 Crescent Executive Ct Ste 112,
          Lake Mary, FL 32746-2133

          Get a Quote

          Shawn Walton Investments LLC

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

          BBB Rating: NR
          not BBB accredited
          (407) 564-2299

          1540 International Parkway, Suite 2000,
          Lake Mary, FL 32746

          Excel Tax & Wealth Group, Inc.

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

          BBB Rating: NR
          not BBB accredited
          (407) 219-9017

          250 International Pkwy Suite 134,
          Lake Mary, FL 32746-5030

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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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