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
          Wildfires across the Los Angeles area are expected to become the costliest such disaster in U.S. history. As victims cope with the aftermath, it is crucial to stay vigilant against opportunistic scammers. In addition, those wishing to help by donating money or supplies should carefully research organizations before contributing. BBB offers guidance to protect both victims and donors. Copy and paste the following URL for helpful tips: bbb.org/local-bbb/bbb-of-los-angeles-and-silicon-valley
          Category: Estate Planning and Management

          Showing: 416 results for Estate Planning and Management
          near Surprise, AZ

          Filter by

          Service Area

          Filter by

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

          JC Grason of Arizona, LLC

          Investment Advisory Services, Tax Return Preparation, Financial Services ...

          BBB Rating: A+
          not BBB accredited
          (623) 975-2805

          15331 W Bell Rd, Ste 212-30,
          Surprise, AZ 85374

          TWS Financial

          Financial Planning Consultants, Life Insurance, Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (623) 748-3922

          14985 W. Bell Road, #125,
          Surprise, AZ 85374

          Dovan Associates Inc

          Divorce Assistance, Notary Public, Investigator ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AZ
          Accredited BusinessAccredited Business
          (623) 594-8987

          14780 W Mountain View Blvd Ste 210,
          Surprise, AZ 85374-7281

          Get a Quote

          Kramer & Kramer LLC

          Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (623) 974-1960

          18789 N Reems Rd Ste 260,
          Surprise, AZ 85374-8648

          Prime Wealth Advisors

          Investment Advisory Services, Insurance Companies, Tax Return Preparation ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (623) 773-1881

          13843 W Meeker Blvd Ste 105,
          Sun City West, AZ 85375-5285

          Request Consultation

          Carrie J. Kulesh P.C.

          Lawyers, Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (623) 815-7489

          19082 N R H Johnson Blvd. # B,
          Sun City West, AZ 85375

          Dane Holdings Inc.

          Financial Planning Consultants, Tax Consultant, Life Insurance ...

          BBB Rating: NR
          not BBB accredited
          (623) 825-3173

          13529 W. Camino Del Sol,
          Sun City West, AZ 85375

          Tax-N-Vestors Inc.

          Financial Planning Consultants, Insurance Companies, Tax Consultant ...

          BBB Rating: A+
          not BBB accredited
          (623) 933-0600

          12851 W. Bell Road #13,
          Surprise, AZ 85374

          Guillermo Morales Insurance Agency Inc

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          Arizona

          • 85301
          Accredited BusinessAccredited Business
          (623) 247-9161

          14763 W Cactus Rd Ste 108,
          Surprise, AZ 85379-7267

          Get a Quote

          Green Peaks Planning LLC

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (623) 256-7167

          16620 W Jenan Dr,
          Surprise, AZ 85388-6072

          Get a Quote

          Landmark PLC Certified Public Accountants

          Retirement Planning Services, Life Insurance, Stock Brokers ...

          BBB Rating: A+
          not BBB accredited
          (623) 975-7589

          12455 W Bell Rd,
          Surprise, AZ 85378-9799

          Landmark Financial Management LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 85020
          • 85022
          • 85023
          • 85024
          • 85028
          • 85032
          • 85046
          • 85050
          • 85054
          • 85068
          • 85078
          • 85080
          • 85085
          • 85253
          • 85254
          • 85255
          • 85258
          • 85260
          • 85267
          • 85303
          not BBB accredited
          (480) 272-6752

          12455 W Bell Rd,
          Surprise, AZ 85378-9799

          Fishgold Financial Services Ltd

          Financial Planning Consultants, Insurance Companies, Tax Consultant ...

          BBB Rating: A+
          not BBB accredited
          (623) 974-4992

          12301 W. Bell Road, #B-103,
          Surprise, AZ 85374

          Hillspring Financial, Inc.

          Investment Advisory Services, Financial Planning Consultants, Estate Planning and Management ...

          BBB Rating: A+
          not BBB accredited
          (623) 583-6152

          12213 W Bell Rd Ste 209,
          Surprise, AZ 85378-9689

          Veteran's Financial Advisory Group

          Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (602) 790-6380

          12213 W. Bell Road #115,
          Surprise, AZ 85374

          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.