At Tucker Financial Services, Inc. our team works hard to make sure that the best interest of each client is put first, period.
Tucker Financial Services, Inc. is an independent, fee-only wealth management, investment management, and financial planning firm and is currently registered with the Securities and Exchange Commission (SEC). Tucker Financial Services, Inc. was established in the spring of 1983. Tucker Financial Services, Inc. is a Registered Investment Advisory (RIA) firm, serving clients in more than 10 states.
We offer significantly lower fees than most banks and brokerage, wealth management, and insurance firms. From personalized planning for individuals and families to customized solutions for businesses and organizations, Tucker Financial Services specializes in various areas with a friendly and dedicated staff to make you feel at home.
We promise a unique experience where you are put first, an atmosphere where a trusted relationship will develop, and a long-term constant in a world of financial uncertainty.