Buckingham Strategic Wealth

Buckingham Strategic Wealth

Financial and Investment Services in Bend, OR

Financial and Investment Services

Contact us

Company Website

Store Hours

Monday:
-
Tuesday:
-
Wednesday:
-
Thursday:
-
Friday:
-
Saturday:
Closed
Sunday:
Closed

What we offer

  • comprehensive wealth management,
  • asset management
  • retirement planning
  • financial planning
  • estate and trust planning
  • net worth development
  • investment planning
  • tax planning
  • business owner financial planning

Location

1777 SW Chandler Ave., Suite 205
Bend , OR 97702 UNITED STATES

About Buckingham Strategic Wealth

Buckingham Strategic Wealth is devoted to helping clients reach their goals through comprehensive, fee-only wealth management and financial advice in Bend, Oregon. Our team builds lasting relationships by learning about our clients' needs and concerns and then addressing them through custom, comprehensive wealth management plans. We provide objective advice based on each specific financial situation, and we continually work with clients to help them make informed decisions and keep them on track to meet their goals. Our wealth management team has been serving families and business owners in Bend, Ashland, and surrounding areas since 1999. Give our financial advisors a call today!

Photos

Buckingham Strategic Wealth

Reviews

Buckingham Strategic Wealth 541-317-1617
1777 SW Chandler Ave., Suite 205
Bend , OR 97702 UNITED STATES
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Buckingham Strategic Wealth

Detail information

Company name
Buckingham Strategic Wealth
Category
Financial and Investment Services
Rating
Not Rated
Tags
fee only advisor,  fiduciary financial advisor,  financial planner private asset management
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Buckingham Strategic Wealth

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