Team
Jack Buckley Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Jack Buckley
Founder and President
Jack Buckley is the president and founder of Jack Buckley Financial. Launching the firm in 1987 with a ground-up approach, he has developed the ability to help clients effectively manage money for long-term financial success.
Kelsey Buckley Kocon
Paraplanner
kelsey@jackbuckleyfinancial.com
Kelsey Buckley Kocon is a licensed paraplanner at Jack Buckley Financial and can often be seen working side by side with Jack, preparing client reviews and proposals. When not tending to client needs, she handles the daily operations...
Teresa Buckley
Administrative Assistant
teresab@jackbuckleyfinancial.com
Teresa Buckley joined Jack Buckley Financial in 2000 and provides invaluable assistance to the firm as our administrative specialist. Before she came to work for Jack Buckley Financial, she worked in various service-related capacities.