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: Financial Planning Consultants

          Showing: 1,194 results for Financial Planning Consultants
          near Greenwich, NY

          Filter by

          Service Area

          Filter by

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

          Rachel Lauber CFP

          Financial Planning Consultants, Financial Consultants

          BBB Rating: A+
          Service Area

          Serving the following areas:

          NY Capital District & North Country

          • Rensselaer County, NY
          not BBB accredited
          (518) 383-3581

          PO Box 718 173 Main St,
          Salem, NY 12865-0718

          Cash Flow Technologies, Inc.

          Financial Planning Consultants, Financial Services, Credit Card Processing Services

          BBB Rating: A+
          not BBB accredited
          (866) 873-8181

          15 Ingersol Rd,
          Saratoga Springs, NY 12866

          Capital Financial Group, Inc.

          Financial Services, Insurance Companies, Financial Planning Consultants

          BBB Rating: A+
          not BBB accredited
          (518) 798-7502

          P O Box 1265,
          South Glens Falls, NY 12803

          PRO SPORT Financial Group

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

          BBB Rating: NR
          not BBB accredited
          (518) 587-2421

          229 Washington Street,
          Saratoga Springs, NY 12866

          Capital Financial Group, Inc.

          Financial Services, Insurance Companies, Financial Planning Consultants

          BBB Rating: A+
          not BBB accredited
          (518) 798-7502

          429 Saratoga Road,
          South Glens Falls, NY 12803

          MJM Tax Consulting, LLC

          Accounting, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          not BBB accredited
          (518) 289-5976

          5 Hemphill Place Suite 224,
          Malta, NY 12020

          The Optimus Group, LLC

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (518) 688-9010

          1745 Route 9 Ste D,
          Clifton Park, NY 12065-2470

          Get a Quote

          Abanakee Abstract & Settlement Services, LLC

          Financial Planning Consultants

          BBB Rating: NR
          not BBB accredited
          (518) 348-6956

          1733 US 9,
          Clifton Park, NY 12065

          Bankers Life Securities, Inc.

          Retirement Planning Services, Financial Planning Consultants, Investment Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          not BBB accredited
          (844) 553-9083

          646 Plank Rd Ste 206,
          Clifton Park, NY 12065-4800

          Rachel Lauber CFP

          Financial Planning Consultants, Financial Consultants

          BBB Rating: A+
          Service Area

          Serving the following areas:

          NY Capital District & North Country

          • Rensselaer County, NY
          not BBB accredited
          (518) 383-3581

          28 Corporate Dr Ste 100,
          Halfmoon, NY 12065-8688

          Bankers Life Securities

          Retirement Planning Services, Financial Planning Consultants, Investment Management

          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:

          • USA
          not BBB accredited
          (844) 553-9083

          7 Southside Drive, Suite 208,
          Clifton Park, NY 12065

          Bankers Life Securities, Inc.

          Retirement Planning Services, Financial Planning Consultants, Investment Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          not BBB accredited
          (844) 553-9083

          646 Plank Rd Ste 206,
          Clifton Park, NY 12065

          Bay Colony Advisory Group, Inc.

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CO
          • CT
          • MA
          • VT
          not BBB accredited
          (877) 237-7951

          3013 Route 30,
          Dorset, VT 05251

          Bay Colony Advisory Group, Inc.

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CO
          • CT
          • MA
          • VT
          not BBB accredited
          (802) 417-7664

          5138 Main St,
          Manchester Center, VT 05255-9783

          William Tell Financial Services

          Financing Consultants, Mortgage Broker, Financial Planning Consultants ...

          BBB Rating: A+
          not BBB accredited
          (518) 782-9155

          560 Boght Rd,
          Cohoes, NY 12047

          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.