Financial Planning
Focused on You

“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.

"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

"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

“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.

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.

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.

“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.

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.