OUR FIRM

Based in the greater Boston area, Buckley Financial specializes in the creative uses of life insurance products and solutions to preserve, protect and grow multi-generations of wealth. We are a full-service, independent life insurance brokerage and consulting firm specializing in the structuring and administration of life insurance portfolios for affluent families and businesses.

Since 1993, our core mission has been to build lifetime relationships with our clients based upon mutual trust, integrity and respect. We build these relationships through our expertise in developing comprehensive financial plans in the areas of wealth accumulation, preservation and transfer. We then tailor each plan to the unique needs of each individual client in the most tax efficient and economically sensible manner.

Our clients generally use life insurance to achieve one or more of the following:

  • To provide income replacement
  • To facilitate the funding of estate tax liabilities
  • To provide specific inheritances or charitable bequests
  • To assist business owners with succession planning and providing selective benefits
  • To accumulate investment assets in a tax-efficient manner

OUR TEAM

Seth J. Buckley, CFP®, CLU®, ChFC®, MSFS, AEP®, TEP

Seth J. Buckley, CFP®, CLU®, ChFC®, MSFS, AEP®, TEP

PRESIDENT

Seth J. Buckley is President of Buckley Financial and has over 25 years’ experience across the spectrum of life insurance consulting for both domestic and international clients, entailing estate, business and charitable planning. Prior to Buckley Financial, Seth was Vice President, Private Client Services at Pinnacle Financial Group. He was also Senior Vice President of Bank of America – US Trust’s High Net Worth Insurance Group, where he was their leading insurance consultant nationwide. Prior to Bank of America – US Trust, he was Practice Leader of the Private Client Group at William Gallagher Associates as well as President of their broker-dealer.

Seth is a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Accredited Estate Planner, and Trust and Estate Practitioner. Seth is a graduate of the American College in Bryn Mawr, Pennsylvania and holds a Master’s degree in Financial Services; a graduate of Suffolk University Sawyer School of Management with a Bachelor’s degree in Business Administration; and a graduate of Phillips Academy.

Elizabeth (Beth) Buckley

Elizabeth (Beth) Buckley

DIRECTOR OF MARKETING AND COMMUNICATIONS

Prior to joining Buckley Financial, Beth was Director of Admissions at Mount Alvernia High School, board member and teacher at The Village School, and Retirement Planning consultant at Mass Financial. Beth’s education includes a Bachelor’s degree in Political Science and Business Administration from Providence College and a Masters of Education from Bridgewater State University.

OUR BACK-OFFICE SPECIALISTS

Through our relationship with Valmark Financial Group, we have access to an experienced support team, with credentials spanning multiple financial disciplines – including legal, accounting, tax and life insurance expertise. This team of over 100 professionals serves as our back-office support staff.

WHAT MAKES US DIFFERENT

We are strongly committed to helping clients achieve clarity in their legacy, succession, and life insurance planning goals. We pride ourselves on our process-oriented approach — asking thoughtful questions, listening intently to the answers, building consensus around comprehensive solutions and then taking responsibility for their implementation and execution.

In addition, we consciously limit the number of clients we work with and zealously guard their privacy to assure the highest level of personal service.

We also work effectively with our clients’ key advisors, or, if needed, we bring a team of experts to our clients to ensure that our clients’ plans are professionally orchestrated, integrated and implemented.

Contact Us

103 Fitzroy Drive
Hingham, MA 02043

Office: (781) 385-7567
Fax: (781) 385-7568

Email: seth@buckley-financial.com

Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC

Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive, Akron, Ohio 44333 | 1-800-765-5201

Buckley Financial is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.