The Buchanan Investment Group of Wells Fargo Advisors
Phone: 815-921-0575 | 800-782-6137 Fax: 815-654-7982
Our Group
We assist individuals, families, institutions, and businesses in building, managing, preserving, and transitioning their wealth. To us 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/>Our philosophy is to listen to our clients' goals, needs and tolerance for risk. We then analyze the situation to determine an appropriate strategy. Upon presentation and agreement on that strategy with the client, we will implement it, and recommend adjustments due to changes in the market or changes in clients' lives.
United States: Illinois: Rockford Branch
Group Financial Advisors
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JULIA BUCHANAN
Financial Advisor -
ZACHARY BUCHANAN
First Vice President - Investment Officer
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