Denver, United States
E.A. Buck Financial Services is an independent financial services firm that has been assisting families with their financial planning needs since 1980. The company focuses on creating a strategic action plan through its unique five-step E.P.I.C. process, exclusively available to its clients. This process involves the one-on-one engineering of financial goals, integrating structure, tax efficiency, and tools to provide a comprehensive planning experience.
E.A. Buck Financial Services offers retirement strategies using a variety of investment and insurance products tailored to individual needs and objectives. The firm's services include securities offered by duly registered individuals through Madison Avenue Securities, LLC (MAS), and investment advisory services offered by duly registered individuals through AE Wealth Management, LLC (AEWM), and/or Buck Wealth Strategies. Although MAS and E.A. Buck Financial Services are not affiliated entities, AEWM and E.A. Buck Financial Services are not affiliated entities. Furthermore, Buck Wealth Strategies, MAS, and AEWM are separate entities.
In California, E.A. Buck is known as E.A. Buck Insurance Services in all insurance solicitations. Despite being a well-established company, there is no publicly available information about their recent investments or investors.
