Buckingham Strategic Wealth 3550 Round Barn Boulevard, Santa Rosa, CA 95403
About the Business
Buckingham Strategic Wealth is a finance institution located at 3550 Round Barn Boulevard in Santa Rosa, California, United States. As a client of Buckingham, you can expect a personalized and comprehensive approach to managing your finances. Download their "Experience Is Everything" brochure to learn more about the client experience. With the upcoming elections, Buckingham can help you navigate potential changes in policies and legislation that may impact your investments. Additionally, they can assist you in understanding and maximizing the benefits of restricted stock units (RSUs) if your organization offers them. Your values play a crucial role in your financial decisions, and Buckingham can help align your financial plan with what matters most to you.
Photos
Location & Phone number
3550 Round Barn Blvd #212, Santa Rosa, CA 95403, United States
Hours open
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
Reviews
"For years this business has consistently delivered a rare, old-world style of service and attention to my family. Our deep gratitude extends to all of them, especially Brent Thomas, whose voluminous fund of knowledge and insighful analyses make him a pleasure to consult. He carefully reviews a complex situation and offers sophistocated, robust solutions with exquisite sensitivity. I strongly recommend this fine business. Thank you, Buckingham, for going above and beyond for us time and time again."
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