The Buchanan Investment Group of Wells Fargo Advisors

Address: 6801 Spring Creek Road, Rockford, IL 61114-0000
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.

Our Associate(s): Jennifer Lewis Registered Client Associate ; Brian Pauley Financial Consultant ; Emily Vanhille Registered Client Associate
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
United States: Illinois: Rockford Branch