Financial Advisors
Bellevue, WA
E.A. Buck Financial Services is a SEC-registered investment adviser serving clients since 1980, offering comprehensive wealth management, retirement planning, investment advisory, and insurance services. Led by experienced advisors including Jeff Buck, the firm uses a personalized E.P.I.C. planning approach—engaging with clients to understand their goals, creating detailed financial plans, implementing strategies, and providing ongoing monitoring. They specialize in retirement income planning, tax optimization, portfolio management, and helping clients grow and preserve their wealth through customized strategies tailored to individual risk tolerance and life circumstances.
Ideal for: Pre-retirees and retirees, high-net-worth individuals, people planning early retirement, clients seeking holistic wealth management and tax optimization
Service area: Bellevue, WA and surrounding areas
SEC-Registered Advisor Since 1980: Established firm with four decades of experience providing investment advisory services and recognized by Newsweek as one of America's Top Financial Advisory Firms for 2025.
Comprehensive E.P.I.C. Planning Process: Uses a structured four-step approach—Engage, Plan, Implement, Connect—ensuring personalized strategies and ongoing relationship management to keep your financial plan aligned with life changes.
Specialized Retirement & Tax Planning: Offers proactive tax planning strategies for retirement income, including guidance on ROTH conversions, long-term care planning, and investment tax optimization to protect retirement assets.
Address: 11120 NE 2nd St #120, Bellevue, WA 98004
Phone: (425) 646-9266
Website: eabuck.com
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