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: 498 results for Estate Planning and Management
          near Fairfield, OH

          Filter by

          Service Area

          Filter by

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

          TriState Veteran Support

          Financial Planning Consultants, Insurance Services Office, Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (513) 894-3060

          820 Ridgelawn Avenue,
          Hamilton, OH 45013

          Liberty Financial Group, Inc.

          Financial Planning Consultants, Business Consultants, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • OH
          not BBB accredited
          (513) 860-0084

          3174 Mack Road Suite 8,
          Fairfield, OH 45014

          Sharp Estate Services Inc.

          Viatical Settlement, Estate Planning and Management

          BBB Rating: NR
          not BBB accredited

          6660 Dixie Highway Suite 303,
          Fairfield, OH 45014

          Brown Financial Advisors

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Addyston, OH
          • Alexandria, KY
          • Amberley, OH
          • Amelia, OH
          • Anderson Township, OH
          • Anderson, OH
          • Arlington Heights, OH
          • Atwood, KY
          • Aurora, IN
          • Avondale, OH
          • Batavia, OH
          • Beaverlick, KY
          • Belleview, KY
          • Bellevue, KY
          • Bennington, IN
          • Bethany, OH
          • Bethel, OH
          • Bevis, OH
          • Blanchester, OH
          • Blue Ash, OH
          Accredited BusinessAccredited Business
          (513) 575-9654

          9078 Union Centre Blvd Ste 350,
          West Chester, OH 45069-4992

          Get a Quote

          Weller's Estates & Business Planning Services LLC

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

          BBB Rating: A+
          not BBB accredited
          (513) 860-0021

          6773 Dutchland Blvd,
          Liberty Twp, OH 45044-9020

          World Marketing Alliance

          Financial Planning Consultants, Debt Consolidation Services, Mortgage Broker ...

          BBB Rating: NR
          not BBB accredited
          (513) 326-7000

          11421 Chester Rd,
          Cincinnati, OH 45246

          New Financial Concepts Inc.

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Cincinnati, OH
          Accredited BusinessAccredited Business
          (513) 772-8700

          11260 Chester Road Suite 850,
          Cincinnati, OH 45246-4039

          Get a Quote

          Financial Educational Systems

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

          BBB Rating: NR
          not BBB accredited
          (513) 245-6100

          9674 Colerain Ave,
          Cincinnati, OH 45251-2006

          Black Bull Capital Partners, LLC

          Investment Management, Financial Planning Consultants, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • OH
          Accredited BusinessAccredited Business
          (513) 489-2855

          12500 Reed Hartman Hwy Ste 130,
          Cincinnati, OH 45241-1951

          First Commonwealth Bank

          Bank, Insurance Companies, Financial Services ...

          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:

          • Allegheny County, PA
          • Armstrong County, PA
          • Beaver County, PA
          • Blair County, PA
          • Butler County, PA
          • Cambria County, PA
          • Centre County, PA
          • Clearfield County, PA
          • Clinton County, PA
          • Huntingdon County, PA
          • Indiana County, PA
          • Jefferson County, PA
          • Juniata County, PA
          • Lawrence County, PA
          • Mifflin County, PA
          • Snyder County, PA
          • Union County, PA
          • Washington County, PA
          • Westmoreland County, PA
          • Canton, OH
          not BBB accredited
          (513) 830-7980

          9660 Springfield Pike,
          Arlington Heights, OH 45215

          First Commonwealth Bank

          Bank, Insurance Companies, Financial Services ...

          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:

          • Allegheny County, PA
          • Armstrong County, PA
          • Beaver County, PA
          • Blair County, PA
          • Butler County, PA
          • Cambria County, PA
          • Centre County, PA
          • Clearfield County, PA
          • Clinton County, PA
          • Huntingdon County, PA
          • Indiana County, PA
          • Jefferson County, PA
          • Juniata County, PA
          • Lawrence County, PA
          • Mifflin County, PA
          • Snyder County, PA
          • Union County, PA
          • Washington County, PA
          • Westmoreland County, PA
          • Canton, OH
          not BBB accredited
          (800) 711-2265

          9960 Springfield Pike,
          Wyoming, OH 45215-1425

          Safe Harbor Retirement Group, LLC.

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

          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:

          • Adams Mills, OH
          • Adamsville, OH
          • Adelphi, OH
          • Albany, OH
          • Alexandria, OH
          • Allensville, OH
          • Amanda, OH
          • Amesville, OH
          • Amlin, OH
          • Ashley, OH
          • Ashville, OH
          • Athens, OH
          • Bainbridge, OH
          • Bakersville, OH
          • Baltimore, OH
          • Belle Center, OH
          • Bellefontaine, OH
          • Bexley, OH
          • Blacklick, OH
          • Bladensburg, OH
          not BBB accredited
          (614) 760-0670

          300 E Business Way Ste 200,
          Cincinnati, OH 45241-2389

          Senior Planners of America

          Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (513) 354-1241

          11311 Cornell Park Drive Suite 108,
          Cincinnati, OH 45242

          Avastar CPA & Consulting, Inc.

          CPA, Tax Consultant, Financial Planning Consultants ...

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • OH
          not BBB accredited
          (513) 563-3556

          10979 Reed Hartman Hwy Ste 234,
          Montgomery, OH 45242-2882

          Peoples Bank

          Banking Services, Loans, 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
          Service Area

          Serving the following areas:

          Ohio, Kentucky, Virginia, Washington DC, and West Virginia

          • Marietta, OH
          • KY
          not BBB accredited
          (800) 374-6123

          6210 Snider Rd,
          Mason, OH 45040-2640

          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.