A plan tailored for you For the goals you want to accomplish

Buckendorf Wealth Management Todd Buckendorf, Lisa M. Beile, Karin Marinka Villaroman

From left to right:
Lisa Beile, Todd Buckendorf, Karin Villaroman

Buckendorf Wealth Management






UBS Financial Services Inc.
3001 Douglas Blvd
Suite 160
Roseville, CA 95661

Advice and Guidance to Last Your Lifetime.

So much of your family's future relies on our ability to understand you and the matters that are important in your life.

That's why our first priority is to spend time listening to you and learning about your goals and aspirations.

We are committed to building a long lasting relationship that is centered on dialogue so that we can develop a personalized plan to pursue your individual needs and goals. You can rely on us to provide you with appropriate information and timely guidance to help you make confident decisions regarding the range of financial decisions you may face now and in the future.

Whether your goals are specific to yourself, your business, your family or the legacy you hope to leave behind, we'll help ensure that you have access to our full range of wealth management, investment and banking opportunities available from one of the world's leading financial institutions.

We are Financial Management and Retirement Specialists, helping you to map out a plan to pursue your financial goals.


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