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      Details

      General Info

      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. Jims 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.

      HoursOPEN NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phones:

      Main - 847-454-0230

      Fax - 847-454-0235

      ExtraTollFree - 866-292-4545

      Address:
      835 E Rand Rd Arlington Heights, IL 60004
      Link:

      https://www.jimbertucci.com/contact_us

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      Categories
      Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Securities, Retirement Planning Services
      Payment Options
      cash, discover
      AKA

      J Bertucci James Cfp

      James J Bertucci, CFP

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