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      Buckingham Strategic Wealth

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      Financial Planning Consultants, Business Coaches & Consultants, Financial Planners

      3550 Round Barn Blvd Ste 212, Santa Rosa, CA 95403

      707-542-3600

      CLOSED NOW: 
      Today: 8:00 am - 5:00 pm
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      DETAILS
      General Info
      Buckingham Strategic Wealth is devoted to helping clients reach their goals through comprehensive, fee-only wealth management and financial planning in Santa Rosa, California. Be it investments, tax strategies, or financial advice for how their wealth will one day fund their retirement, estate, and personal legacy‚ our diverse team of investment, tax, and financial planning specialists ensures clients have a plan as multi-dimensional as they are. We help our clients achieve the peace of mind that comes from knowing the complexities of their financial plan are in balance with their professional circumstance and personal goals. Give our Santa Rosa financial advisors a call today!
      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Categories
      Financial Planning Consultants, Business Coaches & Consultants, Financial Planners, Financial Services, Investment Advisory Service, Investments
      Services/Products
      asset management business owner financial planning comprehensive wealth management, estate and trust planning financial planning investment planning net worth development retirement planning tax planning
      Location
      Fountaingrove Ctr
      Other Link

      website

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.