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: 397 results for Estate Planning and Management
          near Greenfield, WI

          Filter by

          Service Area

          Filter by

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

          Franklin Financial Planning & Consulting

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Milwaukee County, WI
          Accredited BusinessAccredited Business
          (414) 817-9344

          4811 S 76th St Ste 315 Ste 315,
          Milwaukee, WI 53220-4351

          Get a Quote

          Family Foundation Planning, LLC

          Estate Planning and Management, Retirement Planning Services

          BBB Rating: F
          Service Area

          Serving the following areas:

          • Milwaukee County, WI
          not BBB accredited
          (262) 521-9700

          8585 W Forest Home Ave Ste 215,
          Greenfield, WI 53228-3468

          Financial Planning Center for Women

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Afton, WI
          • Allenton, WI
          • Ashippun, WI
          • Avalon, WI
          • Bassett, WI
          • Bayside, WI
          • Bayview, WI
          • Beaver Dam, WI
          • Belgium, WI
          • Beloit, WI
          • Benet Lake, WI
          • Big Bend, WI
          • Bristol, WI
          • Brodhead, WI
          • Brookfield, WI
          • Brooklyn, WI
          • Brown Deer, WI
          • Brownsville, WI
          • Burlington, WI
          • Burnett, WI
          not BBB accredited
          (414) 529-5599

          5711 Broad St,
          Greendale, WI 53129-2403

          Keith Heinze

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          not BBB accredited
          (262) 424-4623

          PO Box 680,
          Greendale, WI 53129-0680

          Glembocki Law Office

          Lawyers, Probate Attorneys, Estate Planning and Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Milwaukee County, WI
          • Ozaukee County, WI
          • Racine County, WI
          • Waukesha County, WI
          not BBB accredited
          (414) 277-9455

          8405 W Forest Home Ave Ste 204,
          Greenfield, WI 53228-3407

          Keith Heinze

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          not BBB accredited
          (262) 424-4623

          Milwaukee, WI 53227

          Johnson Financial Group, Inc

          Bank, Financial Services, Loans ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          Accredited BusinessAccredited Business
          (414) 304-7000

          3001 West Rawson Avenue,
          Franklin, WI 53132-8326

          Get a Quote

          KLM Accounting and Tax Associates, LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Afton, WI
          • Allenton, WI
          • Ashippun, WI
          • Avalon, WI
          • Bassett, WI
          • Bayside, WI
          • Bayview, WI
          • Beaver Dam, WI
          • Belgium, WI
          • Beloit, WI
          • Benet Lake, WI
          • Big Bend, WI
          • Bristol, WI
          • Brodhead, WI
          • Brookfield, WI
          • Brooklyn, WI
          • Brown Deer, WI
          • Brownsville, WI
          • Burlington, WI
          • Burnett, WI
          Accredited BusinessAccredited Business
          (414) 379-7766

          13315 W Lincoln Rd,
          New Berlin, WI 53151-3159

          Get a Quote

          MacGillis Wiemer, LLC

          Lawyers, Personal Injury Lawyers, Estate Planning Attorneys ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Afton, WI
          • Allenton, WI
          • Ashippun, WI
          • Avalon, WI
          • Bassett, WI
          • Bayside, WI
          • Bayview, WI
          • Beaver Dam, WI
          • Belgium, WI
          • Beloit, WI
          • Benet Lake, WI
          • Big Bend, WI
          • Bristol, WI
          • Brodhead, WI
          • Brookfield, WI
          • Brooklyn, WI
          • Brown Deer, WI
          • Brownsville, WI
          • Burlington, WI
          • Burnett, WI
          Accredited BusinessAccredited Business
          (414) 727-5150

          11040 W Bluemound Rd Ste 100,
          Wauwatosa, WI 53226-4154

          Get a Quote

          Keil Financial Partners

          Retirement Planning Services, Financial Services, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Afton, WI
          • Allenton, WI
          • Ashippun, WI
          • Avalon, WI
          • Bassett, WI
          • Bayside, WI
          • Bayview, WI
          • Beaver Dam, WI
          • Belgium, WI
          • Beloit, WI
          • Benet Lake, WI
          • Big Bend, WI
          • Bristol, WI
          • Brodhead, WI
          • Brookfield, WI
          • Brooklyn, WI
          • Brown Deer, WI
          • Brownsville, WI
          • Burlington, WI
          • Burnett, WI
          Accredited BusinessAccredited Business
          (262) 333-8353

          15350 W National Ave Ste 214,
          New Berlin, WI 53151-5158

          Get a Quote

          Duffey Law Office S.C.

          Business Law Attorneys, Lawyers, Personal Injury Lawyers ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Kenosha County, WI
          • Milwaukee County, WI
          • Ozaukee County, WI
          • Racine County, WI
          • Washington County, WI
          • Waukesha County, WI
          not BBB accredited
          (414) 453-3400

          933 N Mayfair Rd Ste 302,
          Wauwatosa, WI 53226-3432

          Red Oak Advisors, Inc.

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Waukesha County, WI
          not BBB accredited
          (262) 642-1616

          15710 W National Ave Suite B,
          New Berlin, WI 53151-5119

          Oak Tree Financial Services - Ameriprise

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          Accredited BusinessAccredited Business
          (262) 649-9202

          13555 Bishops Ct Ste 255,
          Brookfield, WI 53005-6223

          KLM Accounting and Tax Associates, LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Afton, WI
          • Allenton, WI
          • Ashippun, WI
          • Avalon, WI
          • Bassett, WI
          • Bayside, WI
          • Bayview, WI
          • Beaver Dam, WI
          • Belgium, WI
          • Beloit, WI
          • Benet Lake, WI
          • Big Bend, WI
          • Bristol, WI
          • Brodhead, WI
          • Brookfield, WI
          • Brooklyn, WI
          • Brown Deer, WI
          • Brownsville, WI
          • Burlington, WI
          • Burnett, WI
          Accredited BusinessAccredited Business
          (414) 379-7766

          16095 W Riviera Dr,
          New Berlin, WI 53151-4254

          Get a Quote

          The Leist Group, LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Milwaukee County, WI
          • Waukesha County, WI
          Accredited BusinessAccredited Business
          (262) 796-1674

          500 Elm Grove Rd Ste 200,
          Elm Grove, WI 53122-2546

          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.