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: 383 results for Estate Planning and Management
          near Troy, MI

          Filter by

          Service Area

          Filter by

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

          Financial Strategies, Inc.

          Financial Planning Consultants, Insurance Companies, Retirement Planning Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 48001
          • 48002
          • 48003
          • 48004
          • 48005
          • 48006
          • 48007
          • 48009
          • 48012
          • 48014
          • 48015
          • 48017
          • 48021
          • 48022
          • 48023
          • 48025
          • 48026
          • 48027
          • 48028
          • 48030
          not BBB accredited
          (248) 879-9200

          671 E Big Beaver Rd Ste 107,
          Troy, MI 48083-1421

          Alfred H. Bernstein

          Estate Planning and Management, Financial Services, Retirement Planning Services

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • MI
          not BBB accredited
          (586) 243-8573

          755 W Big Beaver Rd Ste 2050 Suite 2050,
          Troy, MI 48084-4900

          Burzynski Group Retirement Solutions

          Insurance Consultant, Life Insurance, Insurance Agency ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Oakland County, MI
          • 48001
          • 48002
          • 48003
          • 48004
          • 48005
          • 48006
          • 48007
          • 48009
          • 48012
          • 48014
          • 48015
          • 48017
          • 48021
          • 48022
          • 48023
          • 48025
          • 48026
          • 48027
          • 48028
          Accredited BusinessAccredited Business
          (248) 641-3900

          880 W Long Lake Rd Ste 520,
          Troy, MI 48098-4534

          Get a Quote

          Legacy Wealth Management Group

          Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (248) 528-3151

          4080 John R Road,
          Troy, MI 48085

          Mattar Financial Corporation

          Retirement Planning Services, Life Insurance, Health Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Oakland County, MI
          • 48001
          • 48002
          • 48003
          • 48004
          • 48005
          • 48006
          • 48014
          • 48015
          • 48021
          • 48022
          • 48023
          • 48026
          • 48027
          • 48028
          • 48035
          • 48036
          • 48038
          • 48039
          • 48040
          not BBB accredited
          (248) 290-0250

          5750 New King Dr Ste 310,
          Troy, MI 48098-2696

          Nemer Management Co Inc

          Estate Planning and Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Oakland County, MI
          not BBB accredited
          (248) 649-1996

          3001 W Big Beaver Rd,
          Troy, MI 48084

          BDL Wealth Management

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 48001
          • 48002
          • 48003
          • 48004
          • 48005
          • 48006
          • 48007
          • 48009
          • 48012
          • 48014
          • 48015
          • 48017
          • 48021
          • 48022
          • 48023
          • 48025
          • 48026
          • 48027
          • 48028
          • 48030
          not BBB accredited
          (248) 643-4965

          3155 West Big Beaver Road Ste 103,
          Troy, MI 48084-3006

          Retirement Strategies Group

          Retirement Planning Services, Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (800) 423-4891

          1186 Villa Park Dr,
          Troy, MI 48085-1314

          Family Wealth Consultant

          Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (248) 643-0660

          3250 West Big Beaver,
          Troy, MI 48084

          Sageview Advisory Group

          Financial Planning Consultants, Estate Planning and Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Oakland County, MI
          • 48001
          • 48002
          • 48003
          • 48004
          • 48005
          • 48006
          • 48014
          • 48015
          • 48021
          • 48022
          • 48023
          • 48026
          • 48027
          • 48028
          • 48032
          • 48035
          • 48036
          • 48038
          • 48039
          not BBB accredited
          (248) 593-5323

          35980 Woodward Ave Ste 300,
          Bloomfield Hills, MI 48304-0941

          Trifound Financial, LLC

          Financial Services, Insurance Companies, Tax Consultant ...

          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:

          • Acme, MI
          • Ada, MI
          • Afton, MI
          • Alanson, MI
          • Alba, MI
          • Albion, MI
          • Alden, MI
          • Allegan, MI
          • Allendale, MI
          • Alma, MI
          • Alto, MI
          • Arcadia, MI
          • Ashley, MI
          • Athens, MI
          • Augusta, MI
          • Bailey, MI
          • Baldwin, MI
          • Bangor, MI
          • Bannister, MI
          • Baroda, MI
          not BBB accredited
          (800) 727-6577

          280 N Old Woodward Ave Ste 402,
          Birmingham, MI 48009-5394

          J & L Estate Management, Inc.

          Estate Planning and Management

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • 48009
          not BBB accredited
          (586) 756-6243

          P.O. Box 1003,
          Birmingham, MI 48009

          Brown & Brown Insurance

          Insurance Agency, Insurance Services Office, Retirement Planning Services ...

          BBB Rating: NR
          not BBB accredited
          (586) 977-6300

          35735 Mound Rd,
          Sterling Heights, MI 48310

          Estate Planning Group, Inc.

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

          BBB Rating: NR
          not BBB accredited
          (248) 642-0950

          40900 Woodward Avenue, Suite 270,
          Bloomfield Hills, MI 48304-2255

          David Underhill

          Estate Planning and Management, Lawyers, Business Consultants ...

          BBB Rating: A+
          not BBB accredited
          (248) 548-2918

          1894 W 11 Mile Rd,
          Berkley, MI 48072-3001

          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.