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          Category: Estate Planning and Management

          Showing: 119 results for Estate Planning and Management
          near Somerville, TX

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          Austin Bank

          Bank, Financial Services, Loans ...

          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:

          • Alto, TX
          • ARP, TX
          • Avery, TX
          • Avinger, TX
          • Bagwell, TX
          • Berryville, TX
          • Big Sandy, TX
          • Bullard, TX
          • Caddo Mills, TX
          • Campbell, TX
          • Cayuga, TX
          • Celeste, TX
          • Chapel Hill, TX
          • Commerce, TX
          • Crandall, TX
          • Cuney, TX
          • Dialville, TX
          • East Tawakoni, TX
          • Elkhart, TX
          • Elmo, TX
          Accredited BusinessAccredited Business
          (936) 276-6400

          Montgomery, TX 77356

          Get a Quote

          Legacy Planning Group, Inc.

          Estate Planning and Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • TX
          Accredited BusinessAccredited Business
          (713) 461-8300

          14330 Marin Dr,
          Cypress, TX 77429-4963

          Estate Sales Houston

          Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (713) 466-6677

          2107 Longdraw CV,
          Katy, TX 77494-4748

          Encompass Advisory Services, LLC

          Wealth Management, Retirement Planning Services, Investment Advisory Services ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (281) 371-6300

          23114 Seven Meadows Pkwy,
          Katy, TX 77494

          Get a Quote

          Roberts Wealth Management - Katy

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

          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:

          • MS
          Accredited BusinessAccredited Business
          (832) 981-7000

          440 Cobia Drive, Ste. 2001,
          Katy, TX 77494

          Get a Quote

          Advancial Federal Credit Union

          Credit Union, Financial Services, Bank ...

          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
          (281) 769-0179

          23525 Katy Fwy,
          Katy, TX 77494

          Get a Quote

          NorthStar Estate Planning

          Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (281) 717-8883

          Katy, TX 77450-1588

          Austin Bank

          Bank, Financial Services, Loans ...

          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:

          • Alto, TX
          • ARP, TX
          • Avery, TX
          • Avinger, TX
          • Bagwell, TX
          • Berryville, TX
          • Big Sandy, TX
          • Bullard, TX
          • Caddo Mills, TX
          • Campbell, TX
          • Cayuga, TX
          • Celeste, TX
          • Chapel Hill, TX
          • Commerce, TX
          • Crandall, TX
          • Cuney, TX
          • Dialville, TX
          • East Tawakoni, TX
          • Elkhart, TX
          • Elmo, TX
          Accredited BusinessAccredited Business
          (800) 644-9275

          26400 Kuykendahl Rd Ste A10,
          Tomball, TX 77375

          Get a Quote

          Roberts Wealth Management - Spring

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

          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:

          • MS
          Accredited BusinessAccredited Business
          (832) 981-7000

          575 Sawdust Road, Suite #150,
          Spring, TX 77380

          Get a Quote

          Trajan Wealth, LLC

          Fiduciary, Financial Services, Financial Planning Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Cochise County, AZ
          • Graham County, AZ
          • Greenlee County, AZ
          • Pima County, AZ
          • Santa Cruz County, AZ
          not BBB accredited
          (520) 321-4100

          1790 Hughes Landing Blvd Ste 400,
          The Woodlands, TX 77380-1691

          Estate Sales Houston

          Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (713) 466-6677

          5829 W. Sam Houston Parkway North B,
          Houston, TX 77041

          Advancial Federal Credit Union

          Credit Union, Financial Services, Bank ...

          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
          (281) 752-8117

          845 N Eldridge Pkwy,
          Houston, TX 77079

          Get a Quote

          Mid-America Estate Services. L.L.C.

          Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (281) 444-3774

          15603 Kuykendahl, Suite 150,
          Houston, TX 77090-3655

          Maxwell Locke & Ritter LLP

          CPA, Financial Services, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 78664
          Accredited BusinessAccredited Business
          (512) 370-3200

          411 W Main St Ste 300,
          Round Rock, TX 78664-5955

          Get a Quote

          The Beakley Law Firm Senior Planning Division

          Estate Planning and Management

          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
          not BBB accredited
          (806) 793-6800

          1 Chisholm Trail Rd Ste 450,
          Round Rock, TX 78681

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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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