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.