Overview

The E.A. Buck Company has been serving families and their financial needs for more than 40 years by providing comprehensive financial planning services. Our purpose is “To be the difference for the working man”. To support that, we are actively growing our enterprise nationwide and have been recognized as one of the “500 Fastest Growing Firms in the Nation”.

There are two types of advisors that would be a great fit for our company. First, the advisor looking to take their career to the next level. If you have found your success in the industry, but no longer wish to run your business, and would prefer to do what you love, PLAN – then you will love our platform and the unparalleled support we provide in areas of client acquisition, planning and systems & service. We would love to explore the benefits with you. Wouldn’t it be great if you could have the same profitability you have now, but without the headaches?

Secondly, those successful advisors who are now ready to develop a strategy towards their retirement. If this is on your mind, we should have a conversation. Our firm can provide you the peace of mind to know that as you enter retirement, your clients are in great hands, supported by a first-class company to ensure their continued satisfaction as a client. We work with you to create a glide path into retirement that allows you to sleep well at night.

In either scenario, our dedicated transition team is on the job to ensure a smooth transition. The thought of a transition can be daunting. Our team is skilled in taking this task and making it as seamless and pain-free as possible. Our team works to build, far in advance of your onboarding, a transition plan that is well thought out and understood by all parties. Your work to transition the book is minimized and you have full transparency throughout the process. Finally, after the transition, you are further supported by mentors who help you to integrate into our systems and products, to ensure you are making the most of all we have to offer.

Our platform proudly offers Securities, Life Insurance, Annuities, and minimal Alternatives as solutions to clients planning needs. Our CIO works tirelessly to ensure that all investments are vetted and due diligence requirements are met, giving you peace of mind. Finally, our advisors are supported by an advanced tech stack that includes propriety planning products providing added value to the client experience.

We welcome conversations that give us the opportunity to share further about our company, values, leadership, and support.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
290 days old

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