Top Financial services Estate Planning Services Companies

Discover top Estate Planning Services companies with proven expertise in the Financial services industry. Compare verified reviews, pricing, and capabilities to find the right partner on Edverise.

Ratings Updated: July 29, 2026

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7 Companies

Top Financial services Estate Planning Services Companies

Valley ValuationsProfile set up by Edverise AI
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Valley Valuations is a group of certified Financial Advisors specializing in company valuations, business appraisals, investment banking, and exit planning services in California's Central Valley. They offer a variety of services including business valuations, appraisals, brokerage, divorce appraisa…
Highlights
2-9
Employees
Fresno, California, United States
Location
Services Provided
68% Financial Advisory & Consulting
20% Business Consulting Services
12% Estate Planning Services
AI Summary
“No AI summary available for this company yet.”
Caras & ShulmanProfile set up by Edverise AI
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Caras & Shulman, PC is a certified public accounting and business consulting firm that provides a comprehensive array of cohesive business and financial services. These services include auditing, financial statement preparation and review, tax planning and compliance, retirement planning, personal f…
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
10-49
Employees
Burlington, Massachusetts, United States
Location
Services Provided+1 Services
39% Accounting Services
20% Audit Services
15% Tax Preparation Services
15% Financial Planning
AI Summary
“No AI summary available for this company yet.”
GTA AccountingProfile set up by Edverise AI
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GTA Accounting is a professional accounting firm based in Toronto and Mississauga, offering a comprehensive array of services. These services include corporate tax returns, tax accounting, bookkeeping, tax preparation, financial statements, tax auditing, international and real estate tax, advisory s…
Highlights
$1,000+
Min Project Size
2-9
Employees
Toronto, Ontario, Canada
Location
Services Provided+1 Services
39% Accounting Services
25% Tax Preparation Services
15% Business Consulting Services
11% Payroll Services
AI Summary
“No AI summary available for this company yet.”
Ferrone & Associates CPAsProfile set up by Edverise AI
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Ferrone & Associates, CPAs was founded in 1992. We mainly serve small to mid-sized businesses across various service sectors. Additionally, we cater to a wide range of individual clients for whom we handle income tax and estate tax return planning and preparation. Our estate administration and plann…
Highlights
2-9
Employees
Murray, Utah, United States
Location
Services Provided
39% Accounting Services
30% Tax Preparation Services
20% Estate Planning Services
11% Tax Resolution & IRS Representation
AI Summary
“No AI summary available for this company yet.”
Quest - Advisory, Business Succession & M&AProfile set up by Edverise AI
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At Quest, our knowledgeable business advisors concentrate on maximizing personal wealth and increasing business value. We provide a variety of services designed to meet your individual and business requirements, such as mergers and acquisitions, succession planning, and family office assistance. Our…
Highlights
10-49
Employees
Davidson, North Carolina, United States
Location
Services Provided
39% Succession Planning
30% Mergers & Acquisitions Consulting
20% Business Valuation Services
11% Estate Planning Services
AI Summary
“No AI summary available for this company yet.”
M
Majid Iravani Chartered Professional AccountantProfile set up by Edverise AI
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Majid Iravani is a Chartered Professional Accountant firm based in Richmond Hill, Ontario, serving the Greater Toronto Area. This full-service accounting firm focuses on corporate and personal tax, real estate tax, international tax, as well as accounting and advisory services. Majid has extensive e…
Highlights
$100,000+
Min Project Size
100-149
Avg Hourly Rate
2-9
Employees
Richmond Hill, Ontario, Canada
Location
Services Provided
49% Accounting Services
25% Tax Planning
15% Business Consulting Services
11% Estate Planning Services
AI Summary
“No AI summary available for this company yet.”
Accounting Group of WNYProfile set up by Edverise AI
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Accounting Group of WNY CPA PC is an accounting firm located in New York City. Established in 1997, the team provides a wide array of services tailored for business owners, executives, and independent professionals, all at reasonable rates. Their offerings cover almost every facet of financial manag…
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
2-9
Employees
Elma, New York, United States
Location
Services Provided+1 Services
39% Accounting Services
30% Tax Preparation Services
15% Financial Planning
10% Business Formation
AI Summary
“No AI summary available for this company yet.”

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