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* Your Team
* Meet The Team
* In The Community
* Recent Events
* Planning Services
* Financial Planning
* Retirement Planning
* Wealth Management
* Tax Planning
* Social Security
* Estate Planning
* Life Insurance
* For Federal Employees
* Other Services
* Accounting Services
* Bookkeeping Services
* Payroll Services
* Tax Preparation
* Workshops
* Live Events
* On Demand
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* Denver
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* Honolulu
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* Kapolei
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* Leland
* Shallotte
* Washington
* Bellevue
* Client Center
* Careers
* Schedule a meeting
Menu
* Your Team
* Meet The Team
* In The Community
* Planning Services
* Financial Planning
* Retirement Planning
* Wealth Management
* Tax Planning
* Social Security
* Estate Planning
* Life Insurance
* For Federal Employees
* Other Services
* Accounting Services
* Bookkeeping Services
* Payroll Services
* Tax Preparation
* Workshops
* Live Events
* On Demand
* Locations
* Colorado
* Denver
* Hawaii
* Honolulu
* Kahului
* Kapolei
* North Carolina
* Leland
* Shallotte
* Washington
* Bellevue
* Client Center
* Careers
* Schedule a meeting
Menu
* Your Team
* Meet The Team
* In The Community
* Planning Services
* Financial Planning
* Retirement Planning
* Wealth Management
* Tax Planning
* Social Security
* Estate Planning
* Life Insurance
* For Federal Employees
* Other Services
* Accounting Services
* Bookkeeping Services
* Payroll Services
* Tax Preparation
* Workshops
* Live Events
* On Demand
* Locations
* Colorado
* Denver
* Hawaii
* Honolulu
* Kahului
* Kapolei
* North Carolina
* Leland
* Shallotte
* Washington
* Bellevue
* Client Center
* Careers
* Schedule a meeting
FINANCIAL PLANNING
FOCUSED ON YOU.
We can help you grow — and preserve — what you’ve worked a lifetime to build.
Let's Get Started
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Wealth management Logo
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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:
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.
“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.
“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.
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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
FINANCIAL SELF-CHECK
HOW CONFIDENT DO YOU FEEL?
* Checklist
* I have an income plan I can count on in Retirement
* I am confident the investments I own are the right ones for me
* I have a plan to cover unexpected expenses like long term care
Δ
Unless you answered “Yes” to every question, we encourage you to schedule a
meeting to talk through your retirement-readiness plan.
Schedule a Meeting
THIS IS US
MEET YOUR TEAM
SERVING CLIENTS SINCE 1980
Learn about the people who are ready to help you live life to the fullest.
Get To Know Us
MORE QUESTIONS?
ATTEND A DINE & LEARN WORKSHOP
Attend one of our financial workshops to learn more about retirement income
strategies, wealth management and more. Or watch one of our webinars.
--------------------------------------------------------------------------------
UPCOMING WORKSHOP:
Check back later for upcoming events.
Check back later for upcoming events.
See All Upcoming events
CONTACT US
Phone: 888.210.6567
Hawaii: 808.545.2211
Colorado: 719.520.8199
North Carolina: 910.754.6921
Email: info@eabuck.com
LOCATIONS
All Locations
CHECK US OUT
Financial Blog
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.
Neither the information nor any opinion expressed is to be construed as
solicitation to buy or sell a security of personalized investment, tax, or legal
advice. Any references to protection benefits or lifetime income generally refer
to fixed insurance products, never securities or investment products. Insurance
and annuity product guarantees are backed by the financial strength and
claims-paying ability of the issuing insurance company. 1406182 - 7/22
Disclosures | Privacy Policy | Terms of Use | AEWM Form CRS | BWS Form CRS
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