Paul Buckles
Financial Advisor at Cranbrook Financial Partners of Raymond James & Associates, Inc.
- Role
- Financial Advisor at Raymond James
- Location
- Birmingham, MI, US
- LinkedIn followers
- 500 followers
About Paul Buckles
Strolling the streets of our town, you find quaint shops and friendly faces greeting you – the kind that welcome you by name and know why you’ve come. That feeling of connection is one of the reasons we’ve built our lives and our businesses here. At Cranbrook Financial Partners of Raymond James, we value long-term relationships with our clients and they appreciate the specialized support we provide them.We invite you to a financial planning experience you can feel at home with – one where you’re treated like family, and where we’re looking out for you at every corner.Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm
Experience
Financial Advisor
May 2017 — Present · Birmingham, MI, US
From navigating the day-to-day concerns of substantial wealth to preserving a legacy that can last generations, the financial needs – and possibilities – of successful families are unique. Because we treat your family like an extension of ours, we take time to get to know each and every family member.We know there are individual goals and inter-connected family objectives that should be discussed and given attention. Whether working with you to plan for a child or grandchild’s education, or to help decide how best to handle charitable contributions or a trust, our team’s specialized experience and personal support can help you and your family move toward the future as you see it.We use a disciplined and coordinated approach to address all the issues and complexities that often accompany the accumulation of wealth and the legacy you want to leave. Our approach, and your plan, is always customized to your needs and preferences and designed to bring cohesiveness to your financial life. We often collaborate with other professionals such as your CPA and attorney to ensure a holistic view, and components of wealth management can include:•Financial planning•Investment management•Asset allocation and management •Estate planning•Trust services•Retirement planning•Risk management•Tax planning•Insurance planning•Business succession planning•Multi-generational planning•Wealth transfer•Charitable giving strategies
Education
University of Detroit Mercy
Master of Arts (M.A.), Economics
2010 — 2012
Walsh College
BBA, Finance
2004 — 2006
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