Financial Consulting Arlington Heights

James J. Bertucci, CFP

Financial Consulting Arlington Heights
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Address
835 E. Rand Rd
Place
Arlington Heights, IL   60004 
Landline
(847) 454-0230
E-Mail
james.bertucci@axa-advisors.com
Facebook
pages/Bertucci-James-J-Cfp/121401287915909
Website
www.jimbertucci.com

Description

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.

Keywords Financial Planner, Financial Advisor, Retirement Planning, Investment Advisor, Certified Financial Planner.

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Financial Consulting
(847)454-0230 (847)-454-0230 +18474540230

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