ZACHARY BUCHANAN, CFP®

Senior Financial Advisor

First Vice President - Investment Officer

Address: 6801 Spring Creek Road , Rockford , IL 61114-0000
Call: 815-921-0575  |  800-782-6137    Fax: 815-654-7982
Email: Zachary.J.Buchanan@wellsfargoadvisors.com Compose mail in a new window

My Background

I assist individuals, families, institutions, and businesses in building, managing, preserving, and transitioning their wealth. To me wealth planning involves more than just investments. Liability management, risk management and estate investment strategies also play vital roles in the overall planning process.<br/><br/>My philosophy is to listen to my clients' goals, needs and tolerance for risk. I then analyze the situation to determine an appropriate strategy. Upon presentation and agreement on that strategy with the client, I will implement it, and recommend adjustments due to changes in the market or changes in clients' lives.<br/><br/>Resident State: IL<br/>CA Insurance License number 0K15813

Securities Registered in the following states: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV, WY
ZACHARY BUCHANAN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Illinois : Rockford Branch