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          Category: Estate Planning and Management

          Showing: 68 results for Estate Planning and Management
          near San Marcos, TX

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          Brighton Jones

          Financial Planning Consultants, 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
          (737) 241-1255

          Austin, TX 78746

          Maxwell Locke & Ritter LLP

          CPA, Financial Services, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 78664
          Accredited BusinessAccredited Business
          (512) 370-3200

          401 Congress Ave Ste 1100,
          Austin, TX 78701-3788

          Get a Quote

          LBJ Family Wealth Advisors, Ltd.

          Estate Planning and Management

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • 78701
          not BBB accredited
          (512) 457-5000

          114 W 7th St Ste 900,
          Austin, TX 78701-3013

          Blum Firm

          Estate Planning and Management

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • 76102
          not BBB accredited
          (817) 334-0066

          303 Colorado St Ste 2550,
          Austin, TX 78701

          Austin First Financial

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 73301
          • 73344
          • 78701
          • 78702
          • 78703
          • 78704
          • 78705
          • 78708
          • 78709
          • 78710
          • 78711
          • 78712
          • 78713
          • 78714
          • 78715
          • 78716
          • 78717
          • 78718
          • 78719
          • 78720
          Accredited BusinessAccredited Business
          (512) 638-9499

          1502 West Ave,
          Austin, TX 78701-1530

          Get a Quote

          Legacy Estate Services LLC

          Estate Planning and Management

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • 78734
          not BBB accredited
          (254) 899-1945

          PO Box 341221,
          Austin, TX 78734-0021

          CapStar Financial

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 73301
          • 73344
          • 78610
          • 78613
          • 78617
          • 78619
          • 78620
          • 78626
          • 78627
          • 78628
          • 78630
          • 78633
          • 78634
          • 78641
          • 78642
          • 78645
          • 78646
          • 78651
          • 78652
          • 78653
          Accredited BusinessAccredited Business
          (512) 215-9030

          6500 River Place Blvd Ste 200 Bldg 1,
          Austin, TX 78730-1156

          Get a Quote

          Compass Financial Group

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

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (210) 783-0042

          8940 Fourwinds Dr Ste 311,
          Windcrest, TX 78239-1962

          Get a Quote

          Trajan Wealth, LLC

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

          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:

          • AZ
          not BBB accredited
          (480) 534-1941

          401 E Sonterra Blvd Ste 375,
          San Antonio, TX 78258-4321

          Trajan Wealth LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AZ
          (480) 534-1941

          Austin, TX 78750

          Trajan Wealth, LLC

          Fiduciary, Financial Services, Financial Planning Consultants ...

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

          13809 N Highway 183 Ste 500,
          Austin, TX 78750-1223

          Professional Estate Sales

          Estate Appraisal, Estate Liquidators, Used Furniture ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (210) 826-7653

          900 NE Loop 410 Ste E102,
          San Antonio, TX 78209-1406

          Get a Quote

          N1 Brokers LLC

          Estate Planning and Management

          BBB Rating: A
          Service Area

          Serving the following areas:

          • TX
          not BBB accredited
          (210) 998-8109

          11103 West Avenue,
          Castle Hills, TX 78213-1338

          The Bank of San Antonio Wealth Advisors, LLC

          Investment Advisory Services, Business Consultants, Estate Planning and Management ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (210) 424-8710

          1900 NW Loop 410 Ste 200,
          San Antonio, TX 78213

          Get a Quote

          Ezzell & Associates, P.C.

          Litigation Lawyers, Lawyers, Personal Injury Lawyers ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (210) 544-5757

          4358 Lockhill Selma Rd Ste 102 Bldg 1,
          San Antonio, TX 78249-4167

          Get a Quote

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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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