James J. Bertucci, CFP

(847)454-0230verified

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835 E. Rand Rd Arlington Heights IL, 60004

Sunclosed
Mon9:00 am-5:00 pm
Tue9:00 am-5:00 pm
Wed9:00 am-5:00 pm
Thu9:00 am-5:00 pm
Fri9:00 am-5:00 pm
Satclosed

835 E. Rand Rd , Arlington Heights IL, 60004
(847)454-0230



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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.


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