[title]

Why Use This Tool?

FPA PlannerSearch Participants:

Are FPA members in good standing
Are CERTIFIED FINANCIAL PLANNER™ professionals
An RIA or bank affiliate
Adhere to FPA's Code of Ethics
Abide by the FPA Standard of Care

Home > Financial Planner Directory > Illinois > Arlington Heights > James J. Bertucci, CFP®, ChFC

James J. Bertucci, CFP®, ChFC

Planner List SAVED PLANNERS (0)

AXA Advisors, LLC

835 E Rand Rd

Arlington Heights, IL 60004

Phone: (847) 454-0230

Fax: (847) 454-0235

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Charitable & Planned Giving
Asset Allocation
Estate Planning
Investment Management
Insurance
Life Planning
Retirement
Succession Planning
Long-term Care
Sudden Wealth

How Planner Charges

Combination Fee/Commission

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

Terms of Use | Glossary | Provide Feedback