Buchanan Wealth Partners, Llc
We are a full-service accounting firm specializing in small and mid-size businesses. Our team provides comprehensive tax, bookkeeping, and payroll services, as well as business consulting and QuickBooks consulting and setup. In addition to our accounting expertise, we also offer personalized financial advising services through Cetera, helping clients align their business and personal financial goals. Our experienced staff includes QuickBooks ProAdvisors, CPAs, bookkeepers, and financial professionals dedicated to supporting your long-term success. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
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12
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
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Patricia Mass
Office Manager · Operations
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Morgan Buchanan
Staff Accountant · Finance & Accounting
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Top roles at Buchanan Wealth Partners, Llc
3 distinct titles indexed · top 3 shown.
- 1bookkeeping staff
- 1office manager
- 1staff accountant
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