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: 551 results for Estate Planning and Management
          near Union City, OH

          Filter by

          Service Area

          Filter by

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

          May Financial Group Inc

          Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (866) 645-8405

          425 Memorial Dr,
          Greenville, OH 45331

          May Financial Group Inc

          Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (866) 645-8405

          137 E Main St,
          Portland, IN 47371

          E Scott Lee PLLC

          Estate Planning Attorneys, Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (208) 356-5493

          3431 Geraldine Ln,
          Richmond, IN 47374

          Gary Schliessman & Associates

          Insurance Agency, Financial Services, Retirement Planning Services ...

          BBB Rating: A+
          not BBB accredited
          (765) 282-5207

          PO Box 206,
          Muncie, IN 47308-0206

          Indiana Trust Wealth Management

          Wealth Management, Financial Services, Financial Planning Consultants ...

          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
          Accredited BusinessAccredited Business
          (574) 271-3400

          315 W Adams St,
          Muncie, IN 47305-2304

          Get a Quote

          RAD Solutions Inc.

          Tax Return Preparation, Tax Consultant, Business Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Beavercreek Township, OH
          • Beavercreek, OH
          • Bellbrook, OH
          • Bradford, OH
          • Brookville, OH
          • Carlisle, OH
          • Casstown, OH
          • Centerville, OH
          • Clayton, OH
          • Covington, OH
          • Dayton, OH
          • Donnelsville, OH
          • Eldorado, OH
          • Englewood, OH
          • Enon, OH
          • Fairborn, OH
          • Farmersville, OH
          • Fletcher, OH
          • Franklin, OH
          • Germantown, OH
          Accredited BusinessAccredited Business
          (949) 307-0234

          200 Eaton Lewisburg Rd Ste 101,
          Eaton, OH 45320-1191

          Get a Quote

          Gary Schliessman & Associates

          Insurance Agency, Financial Services, Retirement Planning Services ...

          BBB Rating: A+
          not BBB accredited
          (765) 282-5207

          2841 N Oakwood Ave,
          Muncie, IN 47304-2254

          Behnken Financial Services, Inc.

          Financial Services, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Beavercreek Township, OH
          • Beavercreek, OH
          • Bellbrook, OH
          • Bradford, OH
          • Brookville, OH
          • Carlisle, OH
          • Casstown, OH
          • Centerville, OH
          • Clayton, OH
          • Covington, OH
          • Dayton, OH
          • Donnelsville, OH
          • Eldorado, OH
          • Englewood, OH
          • Enon, OH
          • Fairborn, OH
          • Farmersville, OH
          • Fletcher, OH
          • Franklin, OH
          • Germantown, OH
          Accredited BusinessAccredited Business
          (937) 833-4043

          475 Arlington Rd,
          Brookville, OH 45309-1110

          Get a Quote

          RAD Solutions Inc.

          Tax Return Preparation, Tax Consultant, Business Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Beavercreek Township, OH
          • Beavercreek, OH
          • Bellbrook, OH
          • Bradford, OH
          • Brookville, OH
          • Carlisle, OH
          • Casstown, OH
          • Centerville, OH
          • Clayton, OH
          • Covington, OH
          • Dayton, OH
          • Donnelsville, OH
          • Eldorado, OH
          • Englewood, OH
          • Enon, OH
          • Fairborn, OH
          • Farmersville, OH
          • Fletcher, OH
          • Franklin, OH
          • Germantown, OH
          Accredited BusinessAccredited Business
          (949) 307-0234

          PO Box 180,
          Eaton, OH 45320-0180

          Get a Quote

          Crossroads Investment Planning

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Clark County, OH
          • Darke County, OH
          • Greene County, OH
          • Miami County, OH
          • Montgomery County, OH
          • Preble County, OH
          • Shelby County, OH
          • Warren County, OH
          • Casstown, OH
          • Covington, OH
          • Englewood, OH
          • Fletcher, OH
          • Huber Heights, OH
          • Laura, OH
          • Ludlow Falls, OH
          • Phoneton, OH
          • Piqua, OH
          • Pleasant Hill, OH
          • Potsdam, OH
          • Potsdm, OH
          Accredited BusinessAccredited Business
          (937) 387-9561

          1204 Archer Dr,
          Troy, OH 45373-3842

          Get a Quote

          RAD Solutions Inc.

          Tax Return Preparation, Tax Consultant, Business Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Beavercreek Township, OH
          • Beavercreek, OH
          • Bellbrook, OH
          • Bradford, OH
          • Brookville, OH
          • Carlisle, OH
          • Casstown, OH
          • Centerville, OH
          • Clayton, OH
          • Covington, OH
          • Dayton, OH
          • Donnelsville, OH
          • Eldorado, OH
          • Englewood, OH
          • Enon, OH
          • Fairborn, OH
          • Farmersville, OH
          • Fletcher, OH
          • Franklin, OH
          • Germantown, OH
          Accredited BusinessAccredited Business
          (949) 307-0234

          121 Amelia Dr,
          Eaton, OH 45320-9508

          Get a Quote

          Ameriprise Financial Services

          Estate Planning and Management, Insurance Companies, Financial Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Allen County, OH
          • Auglaize County, OH
          • Hardin County, OH
          • Mercer County, OH
          • Putnam County, OH
          • Van Wert County, OH
          not BBB accredited
          (419) 394-8171

          201 W Spring St,
          Saint Marys, OH 45885-2370

          Grand Lake Insurance Consultants

          Estate Planning and Management, Life Insurance

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Allen County, oh
          • Auglaize County, oh
          • Hancock County, oh
          • Mercer County, oh
          • Van Wert County, oh
          not BBB accredited
          (419) 305-7405

          206 Pershing Dr,
          Saint Marys, OH 45885-1052

          Coleman Retirement Solutions

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Beavercreek Township, OH
          • Beavercreek, OH
          • Bellbrook, OH
          • Bradford, OH
          • Brookville, OH
          • Carlisle, OH
          • Casstown, OH
          • Centerville, OH
          • Clayton, OH
          • Covington, OH
          • Dayton, OH
          • Donnelsville, OH
          • Eaton, OH
          • Eldorado, OH
          • Englewood, OH
          • Enon, OH
          • Fairborn, OH
          • Farmersville, OH
          • Fletcher, OH
          • Franklin, OH
          Accredited BusinessAccredited Business
          (937) 335-9785

          45 Robin Hood Ln,
          Troy, OH 45373-1526

          Get a Quote

          Eikenberry Retirement Planning

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (937) 498-1128

          1441 St. Marys Road,
          Sidney, OH 45365

          Get a Quote

          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.