ABOUT BUCKLEY FINANCIAL
We work with both individuals and businesses in helping them to achieve wealth accumulation, preservation and transfer goals. Based in the Boston area, our clients are located across the U.S. and overseas.
We consciously limit the number of clients we work with and zealously guard their privacy to assure the highest level of personal service.
- Analysis of trust-owned life insurance portfolios
- Insurance planning for estate, income tax and asset protection
- Business continuity planning for closely-held businesses
- Private Placement solutions for individuals and tax-exempt entities
- Inbound U.S. tax planning for international high net-worth clients
- Life Settlements
2 Sunset Point Rd
North Falmouth, MA 02556
Buckley Financial is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.