James J. Bertucci, CFP
(847) 454-0230
835 E. Rand Rd, Arlington Heights, Illinois, 60004
Business hours
Monday | 9:00am to 5:00pm |
Tuesday | 9:00am to 5:00pm |
Wednesday | 9:00am to 5:00pm |
Thursday | 9:00am to 5:00pm |
Friday | 9:00am to 5:00pm |
Saturday | Closed |
Sunday | Closed |
About us
James J. Bertucci is an Arlington Heights Certified Financial Planner with over 30 years of experience. As a Financial Advisor, Jim takes the time to listen to clients’ needs and develops a financial plan that addresses their unique objective needs. Jim’s specialties include: Retirement Planning, Business Planning, Wealth Management, Investment Portfolio Management, Investment Advisory Services, Estate Planning, Traditional and Roth IRAs, Mutual Fund, Pre & Post Inheritance Planning, Asset Management, and Asset Allocation Strategies. Jim would be privileged for the opportunity to help you plan for your financial future. Please contact us for a complimentary consultation.
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Tags | Financial Planner, Financial Advisor, Retirement Planning, Investment Advisor, Certified Financial Planner |
Products | Financial Planner, Financial Advisor, Retirement Planning, Investment Advisor |