835 E. Rand Rd, Arlington Heights, Illinois, 60004
(847) 454-0230
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Finance & Insurance > Financial Planning & Investments
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.
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
Facebook: https://www.facebook.com/pages/Bertucci-James-J-Cfp/121401287915909
Tags: Financial Planner, Financial Advisor, Retirement Planning, Investment Advisor, Certified Financial Planner
Products: Financial Planner, Financial Advisor, Retirement Planning, Investment Advisor
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