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          Category: Estate Planning and Management

          Showing: 348 results for Estate Planning and Management
          near Verona, WI

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          State Bank of Cross Plains

          Bank, Financial Services, Loans ...

          BBB Rating: A-
          Service Area

          Serving the following areas:

          • Dane County, WI
          not BBB accredited
          (608) 845-6486

          108 N Main St,
          Verona, WI 53593-1102

          Wealth Distribution Strategies, LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          Accredited BusinessAccredited Business
          (608) 848-2389

          110 Enterprise Dr. Suite 103,
          Verona, WI 53593-1254

          Get a Quote

          KMA, S.C.

          CPA, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (608) 664-1050

          524 W Verona Ave,
          Verona, WI 53593-1321

          Get a Quote

          Wealth Distribution Strategies, LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          Accredited BusinessAccredited Business
          (608) 845-5509

          PO Box 930338,
          Verona, WI 53593-0338

          Get a Quote

          Klaas Financial Asset Advisors, LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          not BBB accredited
          (608) 442-5637

          5951 McKee Rd, Suite 200,
          Fitchburg, WI 53719-5114

          State Bank of Cross Plains

          Bank, Financial Services, Loans ...

          BBB Rating: A-
          Service Area

          Serving the following areas:

          • Dane County, WI
          not BBB accredited
          (608) 826-3500

          455 S Junction Rd Ste 100,
          Madison, WI 53719-3823

          Johnson Financial Group, Inc

          Bank, Financial Services, Loans ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          Accredited BusinessAccredited Business
          (414) 291-4500

          448 S Gammon Rd,
          Madison, WI 53719-1002

          Get a Quote

          AERIE Preferred Financial Group

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          not BBB accredited
          (608) 831-1117

          6515 Grand Teton Plz Ste 106,
          Madison, WI 53719-1048

          Johnson Financial Group, Inc

          Bank, Financial Services, Loans ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          Accredited BusinessAccredited Business
          (608) 203-3900

          525 Junction Road Madison,
          Madison, WI 53717

          Get a Quote

          My Life and Wishes, Inc.

          Estate Planning and Management

          BBB Rating: A+
          not BBB accredited
          (608) 828-3701

          708 Heartland Trail, Suite 1000,
          Madison, WI 53717

          Welshire Capital, LLC

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

          BBB Rating: A+
          not BBB accredited
          (608) 841-1043

          999 Fourier Dr Ste 100,
          Madison, WI 53717-2914

          Annex Wealth Management, LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          Accredited BusinessAccredited Business
          (262) 792-8930

          1200 John Q Hammons Dr Ste 101,
          Madison, WI 53717-1967

          Get a Quote

          KMA, S.C.

          CPA, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (608) 664-1040

          1200 John Q Hammons Dr Ste 500,
          Madison, WI 53717-2199

          Get a Quote

          Stafford Financial Consulting Group

          Financing Consultants, Business Consultants, Financial Planning Consultants ...

          BBB Rating: A+
          not BBB accredited
          (608) 441-3035

          2501 W Beltline Highway, Suite 201,
          Madison, WI 53713-2318

          State Bank of Cross Plains

          Bank, Financial Services, Loans ...

          BBB Rating: A-
          Service Area

          Serving the following areas:

          • Dane County, WI
          not BBB accredited
          (608) 828-2285

          8301 University Ave,
          Middleton, WI 53562-2519

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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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