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: 36 results for Estate Planning and Management
          near Sandy, UT

          Filter by

          Service Area

          Filter by

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

          Capita Financial Network, LLC

          Financial Services, Tax Consultant, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • UT
          not BBB accredited
          (801) 208-1113

          9890 S 300 W Ste 300,
          Sandy, UT 84070-3276

          Capita Financial Network, LLC

          Financial Services, Tax Consultant, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • UT
          not BBB accredited
          (801) 566-5058

          9980 S 300 W Ste 140,
          Sandy, UT 84070-3641

          Segelke Financial Group

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • UT
          not BBB accredited
          (801) 987-3973

          10235 S Jordan Gtwy Ste 104,
          South Jordan, UT 84095-4197

          MDF Estate Planning Services, Inc.

          Estate Planning and Management, Employment Training

          BBB Rating: NR
          not BBB accredited
          (801) 563-9780

          1196 W South Jordan Pkwy Ste D,
          South Jordan, UT 84095-5516

          Stewart Advisory Group

          Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (775) 806-6367

          421 Willow Springs Ln,
          Draper, UT 84020-9297

          Twin Peaks Wealth Management, LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • UT
          Accredited BusinessAccredited Business
          (888) 264-7524

          2825 E Cottonwood Parkway, Ste 500,
          Holladay Cottonwood, UT 84121-7060

          Get a Quote

          Live Abundant

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AK
          • AL
          • AR
          • AS
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • GU
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          not BBB accredited
          (801) 262-8900

          6340 S 3000 E Ste 280,
          Salt Lake City, UT 84121-3561

          Trajan Wealth, LLC

          Fiduciary, Financial Services, Financial Planning Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • UT
          not BBB accredited
          (801) 899-7600

          13907 S Minuteman Dr Ste 125,
          Draper, UT 84020-9870

          Trajan Wealth, LLC

          Fiduciary, Financial Services, Financial Planning Consultants ...

          BBB Rating: A+
          not BBB accredited
          (520) 321-4100

          13907 S Minuteman Dr Ste 125,
          Draper, UT 84020-9870

          Legacy Insurance & Financial Services, LLC

          Medical Liability Insurance, Life Insurance, Retirement Planning Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • ID
          • NV
          • OR
          • UT
          • WY
          Accredited BusinessAccredited Business
          (801) 281-2132

          6671 S Redwood Rd Ste 200,
          West Jordan, UT 84084-7490

          Get a Quote

          Trajan Wealth LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AZ
          (480) 534-1941

          13907 S Minuteman Dr Ste 125,
          Draper, UT 84020-9870

          Hunter Capital Management, Inc.

          Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (801) 492-3478

          953 N Apple Creek Cir,
          Alpine, UT 84004-5502

          B.O.S.S. Retirement Solutions LLC

          Insurance Services Office, Life Insurance, Retirement Planning Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AK
          • AL
          • AR
          • AS
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • GU
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          Accredited BusinessAccredited Business
          (866) 244-8618

          3400 N Ashton Blvd Ste 190,
          Lehi, UT 84043-5309

          Get a Quote

          B.O.S.S. Retirement Advisors, LLC

          Investment Advisory Services, Life Insurance, Retirement Planning Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AK
          • AL
          • AR
          • AS
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • GU
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          Accredited BusinessAccredited Business
          (866) 244-8618

          3400 N Ashton Blvd Ste 190,
          Lehi, UT 84043-5309

          Get a Quote

          Capital Wealth Advisors

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AK
          • AL
          • AR
          • AS
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • GU
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          Accredited BusinessAccredited Business
          (801) 747-6882

          1850 W Ashton Blvd Ste 175 Suite 175,
          Lehi, UT 84043-6433

          Get a Quote

          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.