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James T. Borello & Co.




James T. Borello & Co. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
James Borello started the firm in 1975. His interest in helping people with their taxes and investments inspired him to start the company. Since that time the company has grown to 2,500 clients. The firm is a tax and investment firm in East Dundee, Illinois. They provide their clients with tax and investment advice. Before they make recommendations, they first need to fully understand your needs and goals. They evaluate and plan for enduring wealth creation, making use of a wide variety of investment products. Their clients are individuals, professionals, and small business owners
 
As registered investment advisors they have investment opportunities for every level of investment risk, from conservative to aggressive. Whether it is college planning, retirement, family planning, or lifestyle changes, let their unique firm work for you. They specialize in finding all available legal deductions, thus allowing you to save money.
 
They contact you whenever your tax situation or investment picture changes. You’ll also receive their newsletter and other personal correspondence on a regular basis. They encourage you to contact them whenever you have questions or concerns.  One of their associates will provide immediate personal attention. They are skilled at listening. They help build financial security by understanding and reviewing your overall financial situation before making recommendations.

Their goal is to protect and improve your financial health through all of the changes in your life. They offer verity of services such as Tax Preparation & Planning, Retirement & Estate Planning, Mutual Fund Investments, Long Term Health Care, Pensions & 401(k) Roll-overs, Health & Life Insurance, 403(b) Plans for Teachers.

Their goal at James T. Borello & Co. is to be a complete financial planning firm for your total financial needs. They help clients with their financial needs, today and tomorrow. They provide both tax and investment services, believing that no investment decision should be made without a clear understanding of your tax situation.

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