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Buckley Financial Planning LLC

Buckley Financial Planning LLC

Over the years, we have found that a team approach is the best method to help clients who have a wide variety of needs as they maneuver through the complex world of financial services.  As a team, we plan, discuss, implement ideas and strategies together for your benefit and to establish long-term consistency.  So, whether you are talking with Fred or Sean you can expect the same level of service, planning and design when it comes to your personal financial situation. 

We do not believe in a “one-size fits all” financial solution, which is why every client gets our undivided attention – from planning to execution and follow-up. We take a proactive approach to helping you develop a strategy to accumulate and preserve wealth, using the most efficient methods and technology available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and manage those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. 

Please check out all the material on our website. If something prompts a question, send us a quick email or call our office. We would enjoy speaking with you.