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: 299 results for Estate Planning and Management
          near New Britain, PA

          Filter by

          Service Area

          Filter by

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

          Capital Insurance & Investment Planning, Inc.

          College Savings Plans, Financial Planning Consultants, Retirement Planning Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CA
          • CO
          • DE
          • FL
          • MD
          • NC
          • OR
          • SC
          • VA
          • WI
          not BBB accredited
          (215) 893-5463

          350 E Butler Avenue Suite 102,
          Doylestown, PA 18901-5278

          JFS Wealth Advisors LLC

          Financial Services, Tax Return Preparation, 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:

          • AK
          • AL
          • AR
          • AS
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • GU
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          Accredited BusinessAccredited Business
          (724) 962-4611

          2005 S Easton Rd. Suite 2000,
          Doylestown, PA 18901

          Get a Quote

          Wouch, Maloney & Co., LLP

          CPA, Tax Return Preparation, Accountant ...

          BBB Rating: A+
          not BBB accredited
          (215) 675-8364

          415 Sargon Way Ste J,
          Horsham, PA 19044-1201

          James Crouthamel Financial Consulting Services

          Financial Planning Consultants, Insurance Companies, Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (215) 355-8191

          605 Louis Dr Ste 501A Suite 501A,
          Warminster, PA 18974-2830

          Retirement Prosperity Group

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (267) 405-6166

          580 Virginia Dr Ste 310,
          Fort Washington, PA 19034-2715

          Get a Quote

          United Integrity Group, Inc.

          Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (215) 536-4792

          515 S West End Blvd Ste 1 Suite 1,
          Quakertown, PA 18951-1400

          The Estate Planners Group LLC

          Estate Planning and Management, Investment Advisory Services

          BBB Rating: A+
          not BBB accredited
          (215) 321-4410

          113 Pondview Drive,
          Washington's Crossing, PA 18977-1529

          Bucks County Elder Law LLC

          Probate Attorneys, Estate Planning Attorneys, Paralegal ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • NJ
          Accredited BusinessAccredited Business
          (215) 493-0727

          301 Oxford Valley Rd Ste 101B,
          Morrisville, PA 19067-7707

          Get a Quote

          CLA Estate Services Inc

          Estate Planning and 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
          not BBB accredited
          (888) 499-0888

          630 Freedom Business Ctr Dr # 3 3rd. Fl.,
          King of Prussia, PA 19406

          United Senior Advisors Group

          Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (412) 341-9390

          489 Devon Park Dr Ste 305,
          Wayne, PA 19087-1809

          United Estate Services of Pennsylvania, Inc

          Viatical Settlement, Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (412) 928-2056

          1400 Morris Dr Chester Brook Corp Center,
          Chesterbrook, PA 19087-5512

          CSI Group, LLP

          CPA, Tax Return Preparation, Bookkeeping Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • NJ
          Accredited BusinessAccredited Business
          (609) 883-4404

          34 Scotch Rd Ste 2,
          Ewing, NJ 08628-2528

          Get a Quote

          Celli and Associates

          Lawyers, Estate Planning Attorneys, Real Estate Lawyers ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • DE
          • NJ
          not BBB accredited
          (610) 527-7659

          125 Strafford Avenue, Suite 115,
          Radnor, PA 19087-3335

          United Estate Services of Pennsylvania, Inc

          Viatical Settlement, Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (412) 928-2056

          1400 Morris Dr Ste 102 Suite 102,
          Chesterbrook, PA 19087-5512

          Spectrum Financial Group, Inc.

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (610) 935-7645

          920 Cassatt Rd Ste 115,
          Berwyn, PA 19312-1178

          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.