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Jason Smith at Buckingham Strategic Wealth
202 Oak Street, Hood River, Oregon, United States
About the Jason Smith at Buckingham Strategic Wealth
Jason Smith at Buckingham Strategic Wealth is a finance institution located at 202 Oak Street in Hood River, Oregon, United States. The Hood River team is committed to bringing purpose to the financial planning process for individuals and families. With a focus on comprehensive financial needs throughout all stages of clients' careers, they offer personalized wealth planning and evidence-driven investment strategies to create a secure environment for open communication about financial dreams and concerns.
As fiduciary advisors, the team at Jason Smith at Buckingham Strategic Wealth specializes in a wide range of wealth management services primarily for households in the Pacific Northwest. Their approach is centered on exploring clients' goals, building evidence-backed financial plans, and collaboratively putting those plans into action. They believe in always doing what is best and right for their clients.
The team has been providing advisory services since 2005, previously as Hausman Advisors before joining Buckingham in 2023. They offer a brochure titled "Experience Is Everything" to give potential clients a glimpse into what it's like to work with them. Additionally, they host webinars and provide insights on important financial topics, such as U.S. market performance, retirement planning strategies, and the potential impact of elections on various sectors and industries.
For individuals seeking a trusted partner in their financial journey, Jason Smith at Buckingham Strategic Wealth offers a comprehensive and client-focused approach to wealth management.
Photos of Jason Smith at Buckingham Strategic Wealth
202 Oak St suite 600, Hood River, OR 97031, United States
Opening hours of Jason Smith at Buckingham Strategic Wealth
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:
Day off
Sunday:
Day off
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