Thank you for considering Buckley Financial Group for your financial needs. With over 25 years of experience in the industry, the advisors at Buckley Financial Group have the expertise and knowledge to guide you towards your financial goals.
How does the advisor help clients – Key Takeaways:
The advisors at Buckley Financial Group strive to provide personalized financial services to each and every client.
They understand that every individual has unique financial goals and needs and work closely with clients to create a customized financial plan that meets their specific needs.
In addition, they provide ongoing support to help clients stay on track and adjust their plan as needed to accommodate any changes in their financial situation.
They understand that every individual has unique financial goals and needs and work closely with clients to create a customized financial plan that meets their specific needs.
In addition, they provide ongoing support to help clients stay on track and adjust their plan as needed to accommodate any changes in their financial situation.
Facts and Insights
Here are some key facts and insights about Buckley Financial Group:
- Founded in 1995
- Over $500 million in assets under management
- 40 advisors with diverse backgrounds and areas of expertise
- Offices located in multiple states, providing services to clients nationwide
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 1995 | $500+ | 40 |
Financial Services Offered
The advisors at Buckley Financial Group offer a wide range of financial services, including:
- Estate planning
- Investment management
- Retirement planning
- Tax planning
- Insurance
- Business planning
Client Types
The advisors at Buckley Financial Group work with a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Retirees
- High net worth individuals
Fees & Compensation
At Buckley Financial Group, the advisors are committed to transparency and always strive to provide the best value for their clients. Their fees and compensation structures are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ success.
Background
The founder and CEO of Buckley Financial Group, John Buckley, has over 25 years of experience in the financial industry. He and his team of advisors have a strong track record of success and have built a reputation for providing exceptional financial services to their clients.
Financial Advisor Disclosures to Know
In order to ensure transparency and maintain trust with clients, Buckley Financial Group adheres to all legal and ethical guidelines set forth by regulatory bodies. They also provide full disclosure of any potential conflicts of interest and always prioritize their clients’ best interests.