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          Category: Estate Planning and Management

          Showing: 248 results for Estate Planning and Management
          near Sarasota, FL

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          LPF Financial Advisors

          Investment Advisory Services, Retirement Planning Services, Estate Planning and Management ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (941) 907-0101

          2601 Cattlemen Rd STE 302,
          Sarasota, FL 34232-6231

          Get a Quote

          Advanced Wealth Management, LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (941) 451-8512

          1990 Main St Ste 750,
          Sarasota, FL 34236-8000

          Get a Quote

          Ferguson Skipper, PA

          Lawyers, Estate Planning and Management, Litigation Lawyers

          BBB Rating: A+
          not BBB accredited
          (941) 957-1900

          1515 Ringling Blvd 10th Floor,
          Sarasota, FL 34236

          Robert R. Lucci, Inc.

          Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (941) 921-0000

          1515 Ringling Blvd Ste 880,
          Sarasota, FL 34236-6765

          Caldwell Trust Company

          Investment Security, Retirement Planning Services, Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (941) 926-9335

          1561 Main St,
          Sarasota, FL 34236-5802

          J.L. Bainbridge & Company, Inc.

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • FL
          Accredited BusinessAccredited Business
          (941) 365-3435

          1582 Main St,
          Sarasota, FL 34236

          Get a Quote

          Ronald James Financial, LLC

          Financial Services, Insurance Companies, Financial Planning Consultants ...

          BBB Rating: A+
          not BBB accredited
          (877) 258-6198

          677 N Washington Blvd # 6,
          Sarasota, FL 34236-4241

          Udell Associates, Inc.

          Estate Planning and Management, Insurance Companies, Investment Security

          BBB Rating: A+
          not BBB accredited
          (941) 951-6307

          1605 Main St Ste 1110,
          Sarasota, FL 34236-5809

          Hearon Advisory Group

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

          BBB Rating: A+
          not BBB accredited
          (941) 451-8274

          1990 Main St STE 750,
          Sarasota, FL 34236-8000

          Elite Tax Advisors, Insurance, Investments & Retirement Services, Inc.

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

          BBB Rating: A+
          not BBB accredited
          (941) 866-0979

          1990 Main St STE 750,
          Sarasota, FL 34236-8000

          Graham Capital Advisors, LLC

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (813) 381-5522

          1990 Main St,
          Sarasota, FL 34236-5955

          Get a Quote

          Accurate Advisory Group, Inc.

          Financial Services, Insurance Companies, 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:

          • Pasco County, FL
          • Sarasota County, FL
          • Lakewood Ranch, FL
          • Wesley Chapel, FL
          Accredited BusinessAccredited Business
          (877) 328-4037

          5611 Eastwind Dr,
          Sarasota, FL 34233

          Get a Quote

          Wright & Associates, Inc.

          Tax Consultant, Retirement Planning Services, Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (941) 359-8926

          5899 Whitfield Ave Ste 204,
          Sarasota, FL 34243-6153

          Barcomb Asset Management, LLC

          Financial Planning Consultants, Insurance Companies, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Appling County, GA
          • Atkinson County, GA
          • Bacon County, GA
          • Baker County, GA
          • Baldwin County, GA
          • Banks County, GA
          • Barrow County, GA
          • Bartow County, GA
          • Ben Hill County, GA
          • Berrien County, GA
          • Bibb County, GA
          • Bleckley County, GA
          Accredited BusinessAccredited Business
          (941) 923-2400

          7093 S Tamiami Trl,
          Sarasota, FL 34231-5571

          Get a Quote

          Legacy Assurance Plan of America Inc

          Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (844) 306-5272

          8725 Pendery Pl STE 104,
          University Park, FL 34201-2133

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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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