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Buckley Financial Planning, LLC Employee Directory

Financial ServicesOhio, United States2-10 Employees

Buckley Financial Planning, LLC is a financial services firm based in Worthington, Ohio, offering wealth planning and management through three core services: Financial Planning, Wealth Management, and Concierge Family Services. The firm takes a holistic approach that starts with the initial meeting and seeks to align financial decisions with its clients’ broader life goals. Advisory services are provided through Commonwealth Financial Network, a Registered Investment Adviser, reflecting a fee-based advisory model. The practice is operated by a small team focused on individualized guidance.

The firm aims to help clients define the role of money in their lives and connect financial decisions to personal aspirations. It combines relationship-focused guidance with upfront planning to tailor strategies to each client's unique circumstances.

Find Buckley Financial Planning, LLC employees' phone numbers or email addresses

Buckley Financial Planning, LLC Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Europe
1

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  • Ireland
    1

Buckley Financial Planning, LLC's Leadership

  • Stylized image of a person
    T. B.
    Chief Executive Officer
    Mobile Phone
  • Stylized image of a person
    G. B.
    Principal Owner
    Mobile Phone
  • Stylized image of a person
    S. B.
    Partner
    Mobile Phone

Buckley Financial Planning, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Banking

Contact profiles from Buckley Financial Planning, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    G. B.
    Principal Owner
    Mobile Phone
    Ireland
    Aug 03, 2026
  • Stylized image of a person
    S. B.
    Partner
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    T. B.
    Chief Executive Officer
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Buckley Financial Planning, LLC known for?

Minus sign iconPlus sign iconBuckley Financial Planning, LLC was founded in 1996 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-614-840-****
. Explore Buckley Financial Planning, LLC's company overview page for more information.

What is Buckley Financial Planning, LLC's most common email format?

Minus sign iconPlus sign iconBuckley Financial Planning, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Buckley Financial Planning, LLC email formats with LeadIQ.

How many employees does Buckley Financial Planning, LLC have currently?

Minus sign iconPlus sign iconBuckley Financial Planning, LLC has approximately 8 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Buckley Financial Planning, LLC's key employees and leadership?

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As of July 2026, Buckley Financial Planning, LLC's key employees include:

  • Chief Executive Officer: T. B.
  • Principal Owner: G. B.
  • Partner: S. B.

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