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James J. Bertucci, CFP

Name: James J. Bertucci, CFP
Address: 835 E. Rand Rd, Arlington Heights, IL, 60004, USA
Telephone: (847) 454-0230

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835 E. RAND RD ARLINGTON HEIGHTS, IL 60004 Get Directions

(847) 454-0230

http://www.jimbertucci.com/

james.bertucci@axa-advisors.com

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Business Info

Founded --
Incorporated
Annual Revenue $250,000.00
Employee Count 4
Industries Financial Services
Contacts James Bertucci

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Company Summary

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.

VERIFIED Status: UNVERIFIED

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Hours

Sunday --
Monday 9:00^AM - 5:00^PM
Tuesday 9:00^AM - 5:00^PM
Wednesday 9:00^AM - 5:00^PM
Thursday 9:00^AM - 5:00^PM
Friday 9:00^AM - 5:00^PM
Saturday --

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