EA Buck Financial Services Announces Acquisition of Bellevue-Based LeVeque Financial … | News

BELLEVUE, May 05, 2022 (GLOBE NEWSWIRE) — EA Buck Financial Services, a provider of financial planning and wealth management services, today announced its acquisition of Bellevue-based LeVeque Financial Services, Inc..

The company will continue to provide services and maintain operations from its Bellevue office, but with the additional resources, staff and brand of EA Buck Financial Services.

“EA Buck Financial Services and LeVeque Financial Services, Inc. share a common goal: to provide financial planning solutions to everyday men and women in our communities,” said Brad LeVeque, President of LeVeque Financial Services, Inc. I look forward to combining our passions and introducing the vast resources of EA Buck to our customers.

After serving many families in Hawaii over the past forty years and recently establishing a presence in the Denver and Colorado Springs areas, EA Buck Financial Services is now expanding into regions across the United States.

“At EA Buck, we believe that everyone, regardless of wealth, should have the opportunity to learn the financial strategies of the rich,” says Katie Buck, CEO of EA Buck Financial Services. “This business combination with a partner who shares these same values ​​will help us make financial planning accessible to more families and communities in Bellevue.”

For more information about EA Buck Financial Services, visit eabuck.com or call 888.210.6567.

About EA Buck Financial Services EA Buck Financial Services is a company where heritage meets opportunity. Founded by Ed Buck and now led by his second generation of the family, Katie Buck, the company has always remained true to its principles of being a partner to the customers it serves, dedicated to bringing personalized financial planning to all income levels and net worth. The firm has a team of financial advisors who offer professional insight into retirement income planning, asset management, tax efficiency strategies, social security benefit planning and insurance services and annuities.

Disclosure Securities offered by Madison Avenue Securities, LLC (MAS), Member FINRA/SIPC. Investment advisory services offered only by persons duly registered through AE Wealth Management, LLC (AEWM), a registered investment adviser. MAS and EA Buck Financial Services are not affiliated companies. AEWM and EA Buck Financial Services are not affiliated companies.

Neither the firm nor its agents or representatives can give tax or legal advice. Individuals should consult a qualified tax practitioner for advice before making any purchase decision.

Our firm is not affiliated with the US government or any government agency.

All investments are subject to risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in times of falling values.

“legacy meets opportunity” used for marketing purposes, this slogan should not be taken as a promise or guarantee of investment results or preservation of capital.

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Media contact: Daniel Chong 888.210.6567. dchong@eabuck.com

Copyright 2022 GlobeNewswire, Inc.


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