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Buckingham Strategic Wealth

2409 Park Blvd
Palo Alto, CA 94306 650-566-1121

Ratings

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Consumer Ratings for Buckingham Strategic Wealth — 7 Ratings

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Percent of customers who rated service "superior" for:
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Consumer Comments for Buckingham Strategic Wealth

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Consumer from MENLO PARK, CA
May 10, 2026
Recommended
I've used Dan Goldie's services since 2000, and he has given me good advice through all those years - advising me on tax matters related to IPO, helping with basis calculations on assets when my father died, and advice when I retired. So far so good, for 26 years so far
Consumer from MENLO PARK, CA
Aug 05, 2025
Recommended
We've been with Dan 20-something years. Always available, easy to talk with, excellent no-nonsense advice, reasonable rate.
Consumer from Menlo Park, CA
Oct 18, 2023
Recommended

...and 4 more consumer comments for Buckingham Strategic Wealth

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