James J. Bertucci, CFP
835 E. Rand Rd, Arlington Heights, Illinois 60004
(847) 454-0230
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James J. Bertucci, CFP Business Information
- Name:
- James J. Bertucci, CFP
- Address:
- 835 E. Rand Rd
- City:
- Arlington Heights
- State:
- Illinois, US
- Zip Code:
- 60004
- Telephone:
- (847) 454-0230
- Fax:
- n/a
- Website URL:
- http://www.jimbertucci.com/
- Facebook:
- https://www.facebook.com/pages/Bertucci-James-J-Cfp/121401287915909
- Twitter:
- n/a
- Categories:
- Financial Advisory Services
Financing - Business - Hours:
- M-F 9am-5pm, Sa-Su Closed
- Services:
n/a - Products:
Financial Advisor, Financial Planner, Investment Advisor, Retirement Planning - Brands:
n/a - Coordinates:
- 42.107073, -87.972928
- Accepted Payment:
- Contact:
- [email protected]
About James J. Bertucci, CFP
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.