Last updated: October 1, 2017
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Estate Planners. Best Estate Planning Services, Reviewed and Compared

 
Best Estate Planning Services

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  1. Reviews By Certified Enthusiasts.
  2. Proprietary Evaluation Criteria
  3. Five Areas of Evaluation

see evaluation criteria

Estate Planners. Best Estate Planning Services - October 2017

1st Winner

Robert Waldele

New York, New York

800-637-7455  
phone

 

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Merrill Lynch & Co., Inc. 20 50 8900
100%
G
VG
E
100 100 100 100 100 NC
2nd Winner

Robert Scherer

Potomac, Maine

866-288-9632  
phone

 

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Graystone Consulting 80 80 4200
97.6%
G
VG
E
96 98 96 100 98 NC
3rd Winner

Richard Saperstein

Chicago, Illinois

312-962-3800  
phone

 

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HighTower Advisors 20 50 9932
96%
G
VG
E
95 97 96 97 95 NC
4th Winner

Gregory Vaughan

New York, New York

888-454-3965  
phone

 

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Morgan Stanley Private Wealth Management 75 150 9803
94.4%
G
VG
E
95 96 94 93 94 NC
5th Winner

Steve Lockshin

Los Angeles, California

310-734-5320  
phone

 

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Convergent Wealth Advisors 4.5 12 3185
92.6%
G
VG
E
91 91 93 94 94 NC
6

Martin Bicknell

Leawood, Kansas

866-346-7265  
phone

 

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Mariner Wealth Advisors, LLC 2 5 8210
91%
G
VG
E
91 92 90 92 90 NC
7

John Rafal

Essex, Connecticut

800-767-4300  
phone

 

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Essex Financial Services, Inc. 10 30 3700
89.4%
G
VG
E
91 88 89 88 91 NC
8

Steven Hefter

St. Louis, Missouri

800-359-9297  
phone

 

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Wells Fargo Advisors 10 30 3700
87%
G
VG
E
88 85 88 88 86 NC
9

Ron Carson

Omaha, Nebraska

888-321-0808   
phone

 

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Carson Wealth Management Group 5 50 2994
85%
G
VG
E
84 86 85 84 86 NC
10

Kevin Peters

Purchase, New York

914-255-5510  
phone

 

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Morgan Stanley Smith Barney 10 11 2410
82.8%
G
VG
E
84 83 83 81 83 NC