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.

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By submitting your personal information and consenting below, you agree to be contacted by a financial professional regarding your retirement financial strategy.

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:

RetirementPlanning icon ReduceTax

Retirement Planning

Modern-day tax-efficient solutions specific for you

WealthManagement_icon_InvestmentAdvice

Tax Planning

Tax-advantaged strategies to help reduce taxes

LifeInsurance_icon_Guidance

Wealth Management

Personalized care focused on your goals

WealthManagement_icon_EstatePlanning

Estate Planning

Tax-efficient planning for what's most important to you

LifeInsurance_icon_StructuringLife

Social Security

Planning to help maximize your benefits

Life Insurance_icon_ReviewingLifeInsurance

Life Insurance

Planning for you now and into the future

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:

RetirementPlanning icon ReduceTax

Retirement Planning

Modern-day tax-efficient solutions specific for you

WealthManagement_icon_InvestmentAdvice

Tax Planning

Tax-advantaged strategies to help reduce taxes

LifeInsurance_icon_Guidance

Wealth Management

Personalized care focused on your goals

WealthManagement_icon_EstatePlanning

Estate Planning

Tax-efficient planning for what's most important to you

LifeInsurance_icon_StructuringLife

Social Security

Planning to help maximize your benefits

Life Insurance_icon_ReviewingLifeInsurance

Life Insurance

Planning for you now and into the future

Your Next Steps

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

  • This field is for validation purposes and should be left unchanged.

By submitting your personal information and consenting below, you agree to be contacted by a financial professional regarding your retirement financial strategy.

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.

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.

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 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.

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.

  • This field is for validation purposes and should be left unchanged.

By submitting your personal information and consenting below, you agree to be contacted by a financial professional regarding your retirement financial strategy.