E.A. Buck

Be careful with EA Buck. The initial meetings, where no fees are charged and they offer you «educational services» sound too good to be true, and they are. Six hours in, they’ll reveal their business strategy of selling you indexed annuities through Midland National for an upfront fee. The «educational» sessions may also get political. I was told that anyone who thought unions were a good idea was «too stupid», and that their overreaction to Scott Walker’s anti-​union stance cost Mitt Romney his rightful win of the 2012 election.
I went in asking for advice on how to balance my mortgage and retirement savings. What I received was something entirely unexpected.

I have been a satisfied client with E. A. Buck for over 15 years. Their knowledge and no pressure atmosphere has made me more comfortable with discussing my financial goals. They always keep up with the ever changing tax laws and always discuss strategies to keeps as much of my hard earned money. I love the amount of different investment opportunities available that is structured to my income and knowledge. The education and information that I have gained over the years by being a client has exceeded my expectations as a customer and client. I feel totally safe in putting my families finances in the hands of E. A. Buck. Thanks to Scott Tusa and his energetic team, I look forward to our meetings every few months.

EA Buck has a friendly and knowledgable staff. They take the time to educate you about what is going on with the economy and explain things in laymen terms. Jeff Buck has been working with me and has taken the time to understand my goals and be a true advisor in terms of reaching them. He has also given me contacts for other people who specialize in certain areas like when I asked for advice about what to do with regards to my elderly grandmother and the house that she has – what should become of it when it is her time to pass. I appreciated this.
Most importantly, I’ve seen the numbers for the money that they have made for me and how they plan to protect it too. I do also appreciate their refreshing soft drinks they offer along with Cookie Corner cookies stocked in their waiting area.
Great company with friendly staff.

My husband & I meet with Katie for financial advice at least once a year to strategize for tax season and other life events as they occur. We’re very happy with the advice and service that we’ve been given so far. It’s like having a personal trainer for our financial future! We’re very thankful for Katie for all she’s done for us.

I had four meetings and they really never taught me how to save on my taxes — which was the primary reason why I went to them. From the start, they will try to sell you on an annunity from Mid-​West National (Google this on the ripoff report). They will also ask you to assign your 401ks who will manage your funds for a 2% commission. Im sorry I went to this office. They just wasted my time.

Has anyone made money from using EA Buck?
They may be friendly, but it doesn’t reflect the investment bottom line for me.
In the time that it took for my child to be born and then go to college, we have lost more money on their right wing slanted investments (viaticals, fracking, oil wells, stock market, low income housing, etc.) than we have profited on principal invested.
Lost tens of thousands of dollars. Should have just put my money in TSLA, NFLX GOOG and TWIT instead.

Excellent service! I met with Katie and she helped me and my wife map out our retirement along with advice on what to do with our taxes. I feel so much better knowing that my future is set and I have a plan/​goal to work towards. Everything they say in their ads are true, free advice and friendly help! I recommend this company to anyone seeking help with tax planning and retirement/​investments!

I heard about E.A. Buck from my coworker. I was a bit skeptical to look into financial advising, but my coworker insist I attend their free seminar and see «Francis». I did not know what I was getting myself into, but signed up anyways. The seminar occurred after tax season, but was good, because it kind of prep me for the 2011 tax year. They went into a whole lot of detail about how to maximize your income and wealth. I will admit that the meeting was overwhelming, but after I was able to meet with Francis, things came into perspective.
I see Francis Phillips who is my wealth manager at E.A. Buck. He is great financial friend. I meet up with him every couple months to go over how to maximize my income, invest and build wealth. His suggestions have really helped me to save more money and of coarse gain more money. We go over everything from my income, taxes, retirement/​IRA, insurance, etc etc.
If you need a financial friend, not adviser, see Francis. I have never paid to see Francis. E. A Buck directs you to other services and companies they have worked with and trust. They have done the research in finances and taxes. They can refer you to a service and of coarse your not obligated to go into it. They give you the literature and company information and allows you time to look into it and research about it yourself before deciding to go with it.
This is definitely a service to look into, especially if you need a financial friend.