E.A. Buck Financial Services

Name: E.A. Buck Financial Services
Telephone: +18085452211
Rating: 4.60

Financial planner 4.60 55 Merchant St STE 2100, Honolulu, HI 96813, United States

E.A. Buck Financial Services provides personalized financial planning, wealth management, and retirement strategies. With locations across the U.S., their experienced team focuses on understanding clients' goals to create tailored solutions. Engage with their dedicated advisors for comprehensive financial advice.

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Services E.A. Buck Financial Services offers

E.A. Buck Financial Services offers a range of financial services tailored to meet clients' needs.

Financial Planning
Retirement Planning
Wealth Management
Tax Planning
Social Security and Estate Planning
Life Insurance
Accounting and Bookkeeping Services
Tax Preparation

E.A. Buck Financial Services business numbers & email addresses

Email addresses

Not available.

Phone number

+18085452211

Location & directions

Visit E.A. Buck Financial Services at our multiple locations across Colorado, Hawaii, New Mexico, North Carolina, and Washington. For directions and more information, contact your nearest office to start your financial journey with us.

55 Merchant St STE 2100, Honolulu, HI 96813, United States

Service hours

Friday	8 AM–3 PM
Saturday	8 AM–4 PM
Sunday	Closed
Monday	8 AM–7 PM
Tuesday	8 AM–7 PM
Wednesday	8 AM–7 PM
Thursday	8 AM–7 PM

E.A. Buck Financial Services overview

E.A. Buck Financial Services is a trusted name in financial planning since 1980, dedicated to helping individuals and families achieve their financial goals. We offer personalized services including retirement planning, wealth management, and tax planning. Our team of experienced advisors is ready to assist with tailored strategies for every stage of your financial life.

Send letters & parcels

To send letters or parcels to E.A. Buck Financial Services, address your items to our corporate office or your local branch. Ensure the envelope or package is clearly marked with the office name and address. Our team will gladly receive and process your correspondence promptly.

Send a resume or CV

To send a resume or CV to E.A. Buck Financial Services, prepare your documents in a professional manner and address them to our HR department. Clearly state the position you are applying for and ensure your resume reflects your qualifications. Mail your application to the appropriate office location.

Business highlights

Personalized financial planning since 1980
Comprehensive retirement and wealth management strategies
Multi-state presence with dedicated local advisors

Accepted payment methods

Credit/Debit CardsBank Transfers

Customer experiences

Clients of E.A. Buck Financial Services have highlighted the exceptional customer service and personalized financial guidance they received. Whether planning for retirement or managing wealth, the team provides valuable insights tailored to individual needs. We encourage all clients to share their experiences and help others discover the benefits of our services.

Sharon Greene

For several years Katie Buck has guided my investment choices, including IRA, annuities, long term care insurance, etc. She is excellent at explaining the products and options. She and her staff also worked with me to manage the difficulties in moving old funds and 401ks into a consolidated portfolio that matched my investment comfort level. The staff is very responsive, quickly answering emails. We meet yearly to review taxes which is an immense help and I have no problems calling or emailing as issues arise.

Joel-Marie Kusunoki

I trust EA Buck with making my money grow and looking out for my financial well-being and planning for my future. They have done great things for me and come up with great solutions like paying off college loans and planning for my retirement. I highly recommend them. Also I love that they are merging with Premier Business Services who handles my taxes. Now we all can communicate together for even better financial gains.

Linda Sue

My experience has been very positive. The staff has explained all the steps, regarding my finances, to me carefully and have been open to answering all of my questions, even taking the time to clarify when I didn't fully understand things. I am confident that EA Buck will be able to grow my savings in the years I have before retirement, as well a being able to help me manage my funds so that they don't run out before I die. I only wish I had started this process sooner...

Lauren Esarey

I’ve been working with EA Buck for about a year. They have helped me immensely in planning 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 EA 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.