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: 303 results for Estate Planning and Management
          near Modesto, CA

          Filter by

          Service Area

          Filter by

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

          National Family Services Inc

          Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (209) 551-6128

          3540 Oakdale Rd Suite E,
          Modesto, CA 95357

          National Family Services Inc

          Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (209) 551-6128

          PO Box 576960,
          Modesto, CA 95357

          Your Best Retirement

          Retirement Planning Services, Life Insurance, Insurance Agency ...

          BBB Rating: A+
          not BBB accredited
          (209) 479-1056

          1962 Forest Lane,
          Manteca, CA 95336

          Travis & Associates

          Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (209) 858-5770

          155 Darcy Pkwy,
          Lathrop, CA 95330-9221

          Degregori, Gormsen, & Ringer, LLP

          CPA, Tax Return Preparation, Estate Planning and Management ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (209) 944-9503

          1401 N Hunter St,
          Stockton, CA 95202-1105

          Get a Quote

          Louis Lemos, CPA, CGMA

          CPA, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CA
          Accredited BusinessAccredited Business
          (209) 460-1040

          1401 N Hunter St,
          Stockton, CA 95202-1105

          Get a Quote

          Maguire Financial Services

          Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (209) 477-4491

          2087 Grand Canal BLVD Suite 11,
          Stockton, CA 95207

          Maguire Financial Services

          Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (209) 477-4491

          2087 Grand Canal Boulevard Suite 11,
          Stockton, CA 95207-8251

          A G Edwards & Sons Inc

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

          BBB Rating: NR
          not BBB accredited
          (209) 957-8100

          3203 W March Ln # Lane100,
          Stockton, CA 95219-2365

          Degregori, Gormsen, & Ringer, LLP

          CPA, Tax Return Preparation, Estate Planning and Management ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (209) 944-9503

          PO Box 8540,
          Stockton, CA 95208-0540

          Get a Quote

          Louis Lemos, CPA, CGMA

          CPA, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CA
          Accredited BusinessAccredited Business
          (209) 460-1047

          PO Box 8540,
          Stockton, CA 95208-0540

          Get a Quote

          Notman Financial Group

          Estate Planning and Management, Real Estates, Financial Planning Consultants ...

          BBB Rating: NR
          not BBB accredited
          (209) 955-5958

          3133 W. March Lane, Ste. #2000,
          Stockton, CA 95219

          Baumbach & Fields

          Dental Plans, Financial Planning Consultants, Retirement Planning Services ...

          BBB Rating: NR
          not BBB accredited
          (209) 938-0146

          19576 N Hildebrand Ave,
          Acampo, CA 95220-9703

          Delta Financial Insurance Services Inc

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

          BBB Rating: NR
          not BBB accredited
          (209) 339-4942

          18815 N Lower Sacramento Rd Ste B1,
          Woodbridge, CA 95258-9289

          Baumbach & Fields

          Dental Plans, Financial Planning Consultants, Retirement Planning Services ...

          BBB Rating: NR
          not BBB accredited
          (209) 938-0146

          PO Box 718,
          Woodbridge, CA 95258-0718

          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.