Our Services

Financial Planning
Focused on You

From tax planning to estate planning and everything in between - we're here for you

Your Next Steps

We made it easy for you. Contact us today to hear more about how we can help you.

By submitting your contact information, you consent to being contacted by E.A. Buck Financial Services. Our firm is not permitted to offer tax or legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.

Comprehensive Financial Planning Services

At E.A. Buck, you’re tapping into teams of financial professionals with decades of combined experience in tax planning and financial planning – all working towards solutions specific to you and your particular goals.

We're here to help with:

Comprehensive Financial Planning Services

At E.A. Buck, you’re tapping into teams of financial professionals with centuries of combined experience in taxes and financial planning – all working towards solutions specific to you and your particular goals.

We're here to help with:

Your Next Steps

We made it easy for you. Contact us today to hear more about our services and how we can help you.

By submitting your contact information, you consent to being contacted by E.A. Buck Financial Services. Our firm is not permitted to offer tax or legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.

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.

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.

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.

Advisor Stories:

Advisor Stories:

Our E.P.I.C. Financial Planning Process

ServicesProducts_icon_Engage

Engage

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

ServicesProducts_icon_Plan

Plan

Next, we create a detailed tax-efficient financial plan focused on you.

ServicesProducts_icon_Implement

Implement

Our trusted advisors implement your custom plan - and answer any questions along the way. 

ServicesProducts_icon_Connect

Connect

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

Our E.P.I.C. Financial Planning Process

ServicesProducts_icon_Engage

Engage

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

ServicesProducts_icon_Plan

Plan

Next, we create a detailed tax-efficient financial plan focused on you.

ServicesProducts_icon_Implement

Implement

Our trusted advisors implement your custom plan - and answer any questions along the way. 

ServicesProducts_icon_Connect

Connect

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

Your Next Steps

We made it easy for you. Contact us today to hear more about our services and how we can help you.

By submitting your contact information, you consent to being contacted by E.A. Buck Financial Services. Our firm is not permitted to offer tax or legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.