Investment Management Consultants

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At Bukaty Companies Financial Services, we employ a team of knowledgeable professionals, each bringing robust experience, skills and strengths to our various service offerings. Driven by our strong core values, we pride ourselves on our team approach to client services and our dedicated single source solution. We are aligned with an independent, SEC-registered investment adviser (Resources Investment Advisors, Inc.). At Bukaty Companies Financial Services, we strive to help individuals protect their quality of life. Whether it’s through proactive wealth management, corporate retirement services, or creating a meaningful co-op of advisors, we continually strive to improve the financial security of our clients.

Securities offered through Triad Advisors, member FINRA / SIPC and Investment advice offered through Resources Investment Advisors, Inc., an SEC-registered investment adviser, and Bukaty Companies Financial Services are separate entities from Triad Advisors.

Third party posts found on this profile do not reflect the views of Bukaty Companies Financial Services or Triad Advisors and have not been reviewed by Triad Advisors as to accuracy or completeness.

For a list of states in which we are registered to do business, please visit

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