Products & Services
Buchanan & Co., Inc. is a full service provider of financial products and asset management services.
We provide transactional services for the purchase and sale of securities such as:
- Common Stocks and Preferred Stocks
- Listed Options securities
- Treasury notes and bonds, including TIPS, Strips, and Zero Coupon bonds
- Agencies (i.e. GNMA, FNMA, FHLMC, Step-Up coupons, Strips)
- Corporate bonds including Convertible and Preferred bonds, High Yield Bonds, Structured Notes,
- Municipal bonds including Taxable and Tax Free bonds, Zero Coupon bonds
- Certificates of Deposit (CD's) in both primary and secondary markets
- International Bonds including Global Bonds, Yankee bonds, High Yield bonds, etc.
- Mutual Funds including Load Funds and No-Load Funds, closed end and open end
- Exchange Traded Funds (ETF's)
- Unit Investment Trust's (UIT's)
Alternative Investments including:
- Non-Traded REIT's
- Equipment Leasing
- Structured Products
We offer a full range of insurance related products such as:
- Whole Life Insurance
- Universal Life Insurance
- Variable Life Insurance
- Term Life Insurance
- Wildfire Insurance
- Yacht Insurance
- Automobile Insurance
- Fine Art Insurance
- Jewelry Insurance
- Wine Collection Insurance
- Flood Insurance
- Hurricane Insurance
- Identity Recovery
- Innovative Insurance Services
- Fixed Annuities
- Variable Annuities
- Equity Index Annuities
Retirement Plans Including:
- Traditional IRA's
- Simple IRA's
- Roth IRA's
- Rollover IRA's
- SEP IRA's
- Individual 401(k) Plans
- Education Savings Accounts
- 529 Plans
- Branded (bundled) 401(k) Plans
- Custom (unbundled) 401(k) Plans
- 403(b) Plans
- 457 Plans
- Defined Benefit Plans
- Profit Sharing Plans
- Safe Harbor Plans
Trust Services including:
- Corporate Trustee Accounts
- Individual Trustee Accounts
- Asset Protection Trusts
- Individual Retirement Trusts
- Revocable Trusts
- Irrevocable Trusts
- Charitable Trusts
- Irrevocable Life Insurance Trusts (ILITs)
- Restricted Management Accounts (RMAs)
- Dynasty Trusts Irrevocable Trusts
- Special Needs Trusts