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: 193 results for Estate Planning and Management
          near Plano, TX

          Filter by

          Service Area

          Filter by

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

          First National Bank Of Omaha (FNBO)

          Bank, Loans, Mortgage Broker ...

          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
          (888) 980-5840

          2913 Legacy Dr,
          Plano, TX 75023-2170

          Secure Future

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

          BBB Rating: A+
          not BBB accredited
          (972) 612-0201

          2222 W Spring Creek Pkwy Ste 200,
          Plano, TX 75023-4182

          United Financial Services

          Senior Insurance, Financial Planning Consultants, Life Insurance ...

          BBB Rating: A+
          not BBB accredited
          (972) 769-8234

          2221 Cross Bend Rd,
          Plano, TX 75023-6406

          Pathways Retirement Advisors LLC

          Investment Advisory Services, Life Insurance, Retirement Planning Services ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (855) 718-3400

          3900 American Dr STE 204,
          Plano, TX 75075-6190

          Get a Quote

          Insight Wealth Partners, LLC

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (972) 543-4800

          3333 Premier Dr STE 800,
          Plano, TX 75023-7138

          Get a Quote

          Fitchwood Management

          Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (214) 295-8242

          9720 Coit Rd Suite 220 321,
          Plano, TX 75025, TX 75025

          Elders Financial LLC

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

          BBB Rating: A+
          not BBB accredited
          (214) 450-5589

          4125 Stanton Blvd,
          Plano, TX 75093-6916

          Retirement Strategies and Solutions

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Collin County, TX
          • Dallas County, TX
          • Denton County, TX
          • Ellis County, TX
          • Grayson County, TX
          • Rockwall County, TX
          • Tarrant County, TX
          not BBB accredited
          (800) 287-1667

          1400 Preston Rd Ste 400,
          Plano, TX 75093-5189

          Hearthstone Financial, Inc.

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

          BBB Rating: A+
          not BBB accredited
          (866) 503-4343

          6105 Windcom Ct Ste 450,
          Plano, TX 75093-9000

          Global Value Add, Inc.

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

          BBB Rating: NR
          not BBB accredited
          (888) 482-0279

          4512 Legacy Dr STE 100,
          Plano, TX 75024-2186

          Investors Asset Management, Inc.

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

          BBB Rating: A+
          not BBB accredited
          (972) 985-7162

          5000 Legacy Dr Ste 180,
          Plano, TX 75024-3112

          Luke Financial Company LLC

          Financial Planning Consultants, Financial Services, Loans ...

          BBB Rating: NR
          not BBB accredited
          (214) 289-0031

          6860 North Dallas Parkway Suite 200,
          Plano, TX 75024

          First National Bank Of Omaha (FNBO)

          Bank, Loans, Mortgage Broker ...

          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
          (888) 980-5840

          1300 Preston Rd,
          Plano, TX 75093-5114

          Cadence Financial Advisors, LLC.

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

          BBB Rating: NR
          not BBB accredited
          (972) 440-1195

          101 East Park Blvd. Ste. 600,
          Plano, TX 75074

          Donald R. Barker, CPA

          CPA, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          not BBB accredited
          (972) 424-7596

          1317 F Ave,
          Plano, TX 75074-6717

          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.