LK
Lindsey Kemsley
Director Of Client Services & Administration at E.A. Buck Financial Services
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Work Experience
Director Of Client Services & Administration
Sep 2023 - Present · 1 years and 4 months
Jan 2019 - Present · 6 years
President / Cmo / Hr
Jan 2022 - Present · 3 years
Vice President / Marketing And Hr
Jan 2019 - Jan 2022 · 3 years
Company Details
At E.A. Buck we believe in informing and helping clients create a strategic action plan through our unique five step E.P.I.C. process. Our E.P.I.C. planning involves the one-on-one engineering of your financial goals and it is exclusive to E.A. Buck clients. The focus is on integrating structure, tax efficiency, and tools to create the most comprehensive planning experience. E.A. Buck Financial Services is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser and/or Buck Wealth Strategies, a Registered Investment Adviser. MAS and E.A. Buck Financial Services are not affiliated entities. AEWM and E.A. Buck Financial Services are not affiliated entities. Buck Wealth Strategies, MAS and AEWM are not affiliated entities. E.A. Buck Financial Services and Buck Wealth Strategies are affiliated by common ownership. In California, we are known only as E.A. Buck Insurance Services in all solicitations of insurance.
Year Founded
1980
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
4600 S Syracuse St #650 Denver, Colorado 80237, US
Keywords
Financial AdvisorsRetirement PlanningWealth ManagementTax PlanningAlternative InvestmentsAnnuities
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