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Buckingham Strategic Wealth

Buckingham Strategic Wealth is devoted to helping clients reach their goals through comprehensive, fee-only wealth management and financial planning in Santa Rosa, California. Be it investments, tax strategies, or financial advice for how their wealth will one day fund their retirement, estate, and personal legacy our diverse team of investment, tax, and financial planning specialists ensures clients have a plan as multi-dimensional as they are. We help our clients achieve the peace of mind that comes from knowing the complexities of your financial plan are in balance with your professional circumstance and personal goals. Give our Santa Rosa financial advisors a call today!

3550 Round Barn Boulevard

95403 Santa Rosa

California


Phone: 707 5423600

last update on 11/16/2021

Entry id: 36137731

Opening Hours
Monday 08:00  - 17:00
Tuesday 08:00  - 17:00
Wednesday 08:00  - 17:00
Thursday 08:00  - 17:00
Friday 08:00  - 17:00
Saturday closed
Sunday closed
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Description
Buckingham Strategic Wealth is devoted to helping clients reach their goals through comprehensive, fee-only wealth management and financial planning in Santa Rosa, California. Be it investments, tax strategies, or financial advice for how their wealth will one day fund their retirement, estate, and personal legacy our diverse team of investment, tax, and financial planning specialists ensures clients have a plan as multi-dimensional as they are. We help our clients achieve the peace of mind that comes from knowing the complexities of your financial plan are in balance with your professional circumstance and personal goals. Give our Santa Rosa financial advisors a call today!
Status
The correctness of the entry was confirmed on 04/01/2021.
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