Buchanan Wealth Management
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
1323 N University Dr, Nacogdoches, Texas...Phone Number
(936) 560-3930Website
www.wendybuchanan.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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Apr
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ZI Rank
1
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1
About Buchanan Wealth Management
Buchanan Wealth Management aims to be the premier advisors for individuals seeking to accumulate, preserve, enjoy, and distribute wealth. They provide personalized financial recommendations and services to help clients achieve their long-term financial goals. The firm emphasizes a client-advisor relationship, offering a flexible and customizable planning approach backed by the resources of a recognized financial services company. Their services include retirement planning, investment guidance, estate planning strategies, and more.Explore more
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Buchanan Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Buchanan Wealth Managemen...
<$5M
1-10
Private
-
2021
WB
Wendy BuchananManaging Director, Investments (Nacogdoches, Texas)
Company Profile Activity
Activity Insights
Buchanan Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Buchanan Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Buchanan Wealth Management.
Buchanan Wealth Management Tech Stack
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Buchanan Wealth Management aims to be the premier advisors for individuals seeking to accumulate, preserve, enjoy, and distribute wealth. They provide personalized financial recommendations and services to help clients achieve their long-term financial goals. The firm emphasizes a client-advisor relationship, offering a flexible and customizable pl... Read More
