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ClaimOne Team for All Your Financial Needs
Buckingham Advisors is a unique team of professionals working together to create financial success for our clients. We are CFA® charterholders, CFP® professionals, CPAs, MBAs, insurance and tax professionals, and dedicated client support specialists. We are Millennials, Gen X, Gen Y, and Boomers. Yet we are much more than our credentials and diversity. We are all innovative thinkers helping you look to your future, and providing plans and strategies to ensure that you are on the right path to achieve your goals.
When your financial needs are complex, encompassing both personal and business issues, having a single firm that can address them all is a huge relief. One phone call to your dedicated advisor and your questions are directed to the right team experts who can address them. Whether your family or career circumstances have changed, you’ve just received an inheritance you want to invest, or you want to think about selling your business, your Buckingham Advisors team of teams is ready to help secure the future you want. Whether your family or career circumstances have changed, you’ve just received an inheritance you want to invest, or you want to think about selling your business, your Buckingham Advisors team of teams is ready to help secure the future you want.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
Westerville, OH
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Year founded
Founded 1987
1 Locations
- Westerville , OH
Service Lines
- Accounting
- 30%
- Financial Consulting
- 20%
Select Focus Area
- General Accounting Focus
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- Accounting Software Specialist
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- Business Consulting Focus
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- Financial Consulting Focus
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- Financial Advising & Planning
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- Tax Focus
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- Tax Preparation
- 100%
Industries
No Industries have been added yet…
Clients
No Clients have been added yet…
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