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John L. Bodolay, CFP®,CIMA

UBS Financial Services

257 E Main St
Barrington, IL 60010-4362
Phone: (847) 277-2129
Fax: (847) 277-2105

Toll-free: (800) 824-2521

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Household Income Minimum: $0
Investable Asset Minimum: $200,000

Specialties
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Sudden Wealth

 

How Planner Charges

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