Financial Planning

Focused On You.

We can help you grow — and preserve — what you’ve worked a lifetime to build.

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Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of E.A. Buck Financial Services is stated or implied. Appearances in the referenced media outlets were obtained through a PR firm. The awards, accolades and appearances are not representative of any one client’s experience and is not indicative of future performance. Each of these have set criteria for their nominations and eligibility requirements.

Your Financial Confidence Starts With

E.P.I.C. Planning

Engage

First, we spend time getting to know you and your family’s needs and goals.

Plan

Next, we create a clear, detailed financial plan that will help you pursue your lifelong goals.

Implement

Our team of trusted advisors implement your custom plan — and answer any of your questions along the way.

Connect

We meet with you regularly to help ensure your financial strategy is still working for you and your goals.

What clients are saying:

“This company is outstanding in customer service! The staff at my local office are great! My working experience towards my financial and retirement goals has always been a positive one.”

Mitsugi H. is an insurance, investment advisory, and securities client who has not been compensated for this statement. This may not be representative of all client’s experience.

Mitsugi H.

"I’ve been working with E.A. Buck for about a year. They have helped me immensely in planning for my retirement while in my 30’s. Rachelle Davis was able to hear my goals and align my portfolio. Rachelle made me feel like I’m apart of the extended E.A. Buck family with the amount of in-depth, attention to detail that is provided with each meeting as well as knowing that someone is protecting my retirement".

Lauren E. is an investment advisory and securities client who has not been compensated for this statement. No investment strategy can guarantee a profit or protect against loss in periods of declining values. This may not be representative of all client’s experience. 6.15.21

Lauren E.

"I have been a client of Jeff Buck at E.A. Buck Financial Services for about 15 years. Jeff helped me reach my goal of retiring early at 60 and he continues to give me great advice. Jeff will tailor your portfolio specifically to fit your needs, goals, and tolerance level. I’ve never felt pressured into any products and his explanation of current financial events are always enlightening".

Ralph O. is an insurance, investment advisory, and securities client who has not been compensated for this statement. This may not be representative of all client’s experience. 6.15.21

Ralph O.

“Corrinna Paxton has exceeded my expectations. She is knowledgeable and communicates well.”

Katherine L. is an investment advisory and securities client who has not been compensated for this statement. This may not be representative of all client’s experience.

Katherine L.

John Larry is a hard working and very knowledgeable financial advisor. He made us realize how we would take advantage of moving our traditionally IRAs into ROTH IRAs and save more of our savings in the future.

Phillip L. is an insurance, investment advisory, and securities client who has not been compensated for this statement. This may not be representative of all client’s experience.

Phillip L.

How would you describe your financial advisor?
“She makes me feel at ease and she looks at all of my assets as a whole picture.”

Katherine L. is an investment advisory and securities client who has not been compensated for this statement. This may not be representative of all client’s experience.

Katherine L.

“I wouldn't trade my financial advisor for anything as I stated in my comment in the last question. She's friendly, personable, and very knowledgeable at what she does. She takes her time to explain calculations, acronyms, definitions, etc. so I understand them. She's very thorough as well.”

Mitsugi H. is an insurance, investment advisory, and securities client who has not been compensated for this statement. This may not be representative of all client’s experience.

Mitsugi H.

We were looking toward our retirement in a few years and needed to make sure we had a good plan in place. We had been in an aggressive fund but wanted to go to a safer more reliable fund that would protect most of our assets but still grow while we were still working. Working with E.A. Buck made that come true.

Phillip L. is an insurance, investment advisory, and securities client who has not been compensated for this statement. This may not be representative of all client’s experience.

Phillip L.

Buck Wealth Strategies, LLC is an SEC registered Investment Adviser. This testimonial was given by a current client, and was not compensated with cash, or non-cash compensation, for the testimonial. There are no material conflicts of interest on the part of the person(s) giving the testimonial resulting from the person’s relationship with Buck Wealth Strategies, therefore (he/she/they) has no incentive to recommend the adviser.

Advisor Stories:

Proactive Tax Planning to help

Protect Your
Retirement Income

Tax planning for retirement is harder than you think — especially when you can’t predict future tax rates and laws. When you work with us, we’ll show you strategies for managing taxes in your investments, health care and estate plan. We’ll also help you avoid the common mistakes and surprises that could reduce your retirement income.

Get your tax plan