Buckley Financial Planning

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

4422 Hidden Oaks Ln, Liberty Twp, Ohio, ...

Phone Number

(513) 870-0071

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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ZI Rank
1
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1
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2
1

About Buckley Financial Planning

Buckley Financial Planning, LLC, founded in 1996, offers a comprehensive suite of custom financial planning services with a focus on relational guidance and transparency. As fee-only wealth planning advisors, they prioritize their clients' unique financial purposes and needs, providing personalized strategies for financial health. Their holistic, team-based approach considers all aspects of clients' lives, ensuring robust financial strategies for both present living and future savings. Operating nationwide from offices in Columbus and Cincinnati, Ohio, they are dedicated to building long-term relationships with their clients.Explore more
Buckley Financial Planning's Social MediaPopular SearchesBuckley Financial Planning LLCBuckley Financial ServicesBuckley Financial Planningbuckley financial services LLCFinancial Planning LLCSIC Code 62,628NAICS Code 52,523Show more

Buckley Financial Planning Org Chart

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Chief of Staff

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Director, Operations

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Compare insights from companies similar to Buckley Financial Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Buckley Financial Plannin...

<$5M
1-10
Private
-
1996
AB
Anthony BelvedereChief of Staff
<$5M
11-50
Private
<$5M
1989
PH
Preston HenryDirector, Financial Planning & Investments
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
2014
WR
William RudolphsenChief Financial Officer
<$5M
1-10
Private
-
2008
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Buckley Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Buckley Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Buckley Financial Planning.

Buckley Financial Planning Tech Stack

A closer look at the technologies used by Buckley Financial Planning

Buckley Financial Planning News & Media

  • Buckley Financial Planning Joins Commonwealth Financial Network®

    WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, announced the addition of Buckley Financial Planning of Liberty Township and Worthington, Ohio, to its network of independent financial advisors. Formerly affiliated with Securities America, financial advisors Fred Buckley, ChFC®, founder and CEO, and Sean Buckley, CFP®, CFO, along with their team, bring with them total account assets of
Read more news

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Frequently Asked Questions Regarding Buckley Financial Planning

What is Buckley Financial Planning's official website?
Buckley Financial Planning's official website is www.buckleyfp.com
What is Buckley Financial Planning's Revenue?
Buckley Financial Planning's revenue is <$5 Million
What is Buckley Financial Planning's SIC code?
Buckley Financial Planning's SIC: 62,628
What is Buckley Financial Planning's NAICS code?
Buckley Financial Planning's NAICS: 52,523
How many employees does Buckley Financial Planning have?
Buckley Financial Planning has 1-10 employees
What industry does Buckley Financial Planning belong to?
Buckley Financial Planning is in the industry of: Finance, Securities Trading
What is Buckley Financial Planning competition?
Buckley Financial Planning top competitors include: Sierra Pacific Financial Advisors, Trinity Wealth Management, Journey Wealth Partners, KMR Wealth Advisory
What technology does Buckley Financial Planning use?
Some of the popular technologies that Buckley Financial Planning uses are: DocuSign, WordPress.org, PHP, Google Tag Manager
How do I contact Buckley Financial Planning?
Buckley Financial Planning contact info: Phone number: (513) 870-0071 Website: www.buckleyfp.com
What does Buckley Financial Planning do?

Buckley Financial Planning, LLC, founded in 1996, offers a comprehensive suite of custom financial planning services with a focus on relational guidance and transparency. As fee-only wealth planning advisors, they prioritize their clients' unique financial purposes and needs, providing personalized strategies for financial health. Their holistic, t... eam-based approach considers all aspects of clients' lives, ensuring robust financial strategies for both present living and future savings. Operating nationwide from offices in Columbus and Cincinnati, Ohio, they are dedicated to building long-term relationships with their clients.Read More

What are Buckley Financial Planning social media links?
Buckley Financial Planning Linkedin page Buckley Financial Planning Facebook page
Is Buckley Financial Planning a public company?
Buckley Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Buckley Financial Planning

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