Bright lights, big moments, and an unforgettable weekend in New York City. This past weekend, Katie Buck joined a remarkable group of women in financial services for the grand reveal celebration of Financial Trendsetters 4 in Times Square. As one of the contributing authors, Katie shared her own experiences and perspective alongside women from across the country who are helping shape conversations around leadership, resilience, success, and legacy. Thank you to @pinkfixmoney for this partnership! Seeing the book and its authors featured in Times Square was an incredible moment and a meaningful milestone for everyone involved. Stay tuned as we continue counting down to the official launch in early June. #RetirementMadeSimple #DoGreatThings #SummitBid
E.A. Buck Financial Services
Financial Services
Denver, Colorado 5,456 followers
The E.A. Buck Company has been helping families with all their financial planning needs since 1980.
About us
At E.A. Buck we believe in informing and helping clients create a strategic action plan through our unique five step E.P.I.C. process. Our E.P.I.C. planning involves the one-on-one engineering of your financial goals and it is exclusive to E.A. Buck clients. The focus is on integrating structure, tax efficiency, and tools to create the most comprehensive planning experience. 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 AE Wealth Management, LLC (AEWM), a Registered Investment Adviser and/or Buck Wealth Strategies, a Registered Investment Adviser. MAS and E.A. Buck Financial Services are not affiliated entities. AEWM and E.A. Buck Financial Services are not affiliated entities. Buck Wealth Strategies, MAS and AEWM are not affiliated entities. E.A. Buck Financial Services and Buck Wealth Strategies are affiliated by common ownership. In California, we are known only as E.A. Buck Insurance Services in all solicitations of insurance.
- Website
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https://eabuck.com/
External link for E.A. Buck Financial Services
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Denver, Colorado
- Type
- Privately Held
- Founded
- 1980
- Specialties
- Financial Advisors, Retirement Planning, Wealth Management, Tax Planning, Alternative Investments, and Annuities
Locations
Employees at E.A. Buck Financial Services
Updates
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“When women rise together, we create a legacy far greater than success.” Honored to be a co-author in this powerful new book and share a deeply personal chapter inspired by my journey climbing Mount Kilimanjaro. This story is about resilience, growth, and rediscovering the strength within when life challenges you most. Grateful to be part of this collaboration and excited to finally share it with all of you.
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Two stories. One shared purpose. We’re proud to share two exciting new projects coming soon! These projects reflect both perspective and purpose—bringing together our decades of industry insight and practical guidance for the families we serve every day. We're looking forward to sharing more soon. Stay with us. This story is just getting started. #RetirementMadeSimple #DoGreatThings #SummitBid
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We're looking forward to attending the upcoming Barron's Advisor Independent Summit. Our CEO, Katie Buck, will be speaking to the nation’s most successful independent advisors about mergers and acquisitions. Learn more: https://lnkd.in/eghZDZCN #BAIndependent
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Markets don’t move in headlines — they move in trends, data, and long-term perspective. In our newly released Quarterly CIO Letter, Jeff Buck, Chief Investment Officer, shares his outlook on today’s financial landscape and the themes shaping the months ahead. This communication reflects how we support our clients: through thoughtful insight, steady perspective, and a planning approach built around individual goals. Read the full newsletter below. https://lnkd.in/gAaXbGpA
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We’re excited to introduce Kerry J. Chamberlin, our newest Financial Advisor based in our Bellevue office. With over a decade of experience in financial planning, Kerry brings a relationship-driven approach and a commitment to helping individuals and families make informed, confident decisions about their financial future. A Washington native and former competitive cyclist, Kerry brings the same discipline and dedication to supporting the Bellevue and greater Seattle community. His addition strengthens our presence in the Pacific Northwest and expands our ability to serve clients seeking personalized retirement and financial guidance. Join us in welcoming Kerry to the E.A. Buck team! #EABuck #FinancialPlanning #Bellevue #SeattleFinance
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We’re excited to share that E.A. Buck Financial Services and Achieve Retirement, an E.A. Buck Company, are now one team! This is more than a partnership — it’s a transformational step toward building a financial services firm that meets you wherever you are in life. Our expanded capabilities means we can now serve retirement plan sponsors and their participants, the organizations and the individuals who participate in their plans. Together, E.A. Buck & Achieve Retirement offer support for: ✅ Retirement plan sponsors ✅ Plan participants ✅ Individuals & families at every life stage This holistic approach is rare in our industry, and that’s the point. We’re creating something truly distinct: a unified, multi-disciplinary firm that puts you at the center of a complete, seamless financial experience.
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