Last Modified: 04/19/2024

E.A. Buck Financial Services is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered only by duly registered individuals through Madison Avenue Securities LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Buck Wealth Strategies, a Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training. MAS and E.A. Buck Financial Services are not affiliated entities. Buck Wealth Strategies and MAS are not affiliated entities. E.A. Buck Financial Services and Buck Wealth Strategies are affiliated by common ownership. In California, we are known only as E.A. Buck Insurance in all solicitations of insurance.

  1. Featured in Star Advertiser on 6/17/2014, article titled: "Turning tax education into a comprehensive financial plan"
  2. Featured in MidWeek on 2/24/2021, article titled: "Taking family finance nationwide"
  3. Paid advertisement in Hawaii News Now in November & December 2020
  4. Featured in Pacific Business News on 10/11/2018, article titled: "Women winning in business"
  5. Featured in The Business Journals on 11/20/2020, article titled: "E.A. Buck plans continued expansion"
  6. Featured in Living 808 on 8/16/2019, interview & web article titled: "E.A. Buck's CEO Katie Buck's advice for women who save less than men"
  7. Featured in HI Now on 12/7/2023, segment titled “E.A. Buck’s family & friends to participate in Honolulu marathon”.
  8. Recognized by Wealth Management.com on 11/1/2019. Thrive Award based on revenue growth from 2016 - 2019. For consideration, firms needed to be based in the U.S., offer financial services to individual clients, and be free of regulatory actions. Revenue growth includes all business lines; not just investment advisory.
  9. Recognized by Star Advertiser as one of Hawaii's Best financial planning companies on 12/31/2014, as voted by Honolulu Star Advertiser readers. Recognition based on the number of votes received. E.A. Buck Financial Services is not affiliated with the US government or any governmental agency.

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.

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.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Contact Information

To ask questions or comment about this privacy policy and our privacy practices, contact us at: info@eabuck.com or 888.210.6567.