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Buckingham Strategic Wealth Owner verified
3015 112th Ave NE suite 210 Bellevue, WA, 98004Last time updated: 12/21/24, 5:13 PM
About
The Seattle team is dedicated to guiding clients through a comprehensive financial planning process, customized to help them attain their unique investment goals and secure their financial futures. The firm serves as a registered investment advisor providing fee-only investment management support, predominantly to dentists and other personnel of dental practices during and after their practice careers. Buckingham focuses on discovering and achieving what matters to you, providing distinct solutions to address the financial complexities in your life and keeping those solutions relevant for you over time. Building an ongoing relationship with you is integral to all that we do.
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Frequently Asked Questions
Which days is Buckingham Strategic Wealth open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Buckingham Strategic Wealth main services?
comprehensive wealth management,, asset management, retirement planning, financial planning, estate and trust planning, net worth development, investment planning, tax planning, business owner financial planning.
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