COMPREHENSIVE FINANCIAL SERVICES
The key component of financial planning isn’t your assets or dollars and cents.
To us, it’s planning. After all, your specially-created plan is what makes opportunities possible. And we find the most effective planning happens with well-informed input from experts of in multiple fields.
That’s why your team at the Buell Financial Group consists of more than our financial advisors. We can provide access to service such as Wealth Management, Commercial Banking and Investment Banking as well as traditional bank products and services through Wells Fargo affiliates to accommodate your needs.
We also make ourselves available to work withy our attorneys and CPAs to make your plan as robust as possible.
This balanced approach gives attention to multiple areas for individuals and businesses alike.