en     ru     jp
 
 
    LOGIN HERE!  
Add privatebanking.com as a search provider to your browser  
 
Advanced Search  
Private Banking & Wealth Management search tool 
     
  Search entity  
 
 
Home
      
North America
      
USA
      
Illinois
      
East Dundee
      
Accountancy & Tax Planning
      
James T. Borello & Co.
       
 
Back
 
   
Review Avg.
Reviews: 0
 
Contact Page
Additional information
Write Review
Browse Review

 
Additional information
 
James T. Borello & Co.
 
 
Overview: 

James T. Borello & Co. is a financial planning  and tax consulting  firm in East Dundee, Illinois. When you work with James T. Borello & Co., we consider all aspects of your financial situation. As such, you can be sure that your tax situation and financial plan are coordinated.

We provide financial planning to more than 650 clients with more than $350 million of assets.  We also provide tax preparation and advisory services to over 2,500 clients.

Our approach is to obtain a clear understanding of each individual client’s financial situation, develop and agree upon each client’s long-term financial goals, create and implement a financial plan that is focused on accomplishing those goals, provide on-going monitoring of the plan, and recommend changes as needed to ensure the plan continues to stay focused on the client’s goals. This approach requires that we develop a hands-on partnership with each client.

We welcome the opportunity to discuss with you how our approach and experience can help you make your financial dreams a reality.
At James T. Borello & Co., we help make your financial goals a reality. Providing both financial planning and tax preparation, our firm offers clients fully integrated financial services. Our consultants take pride in working closely with our clients. Through commitment, professionalism and a history of proven results, we have built a reputation for quality financial planning and tax consultation.

In today’s world of large impersonal financial institutions, a company like James T. Borello & Co. is unique. Our focus is to partner with our clients through a high level of personal contact and a commitment to excellence. We will provide you with the best possible plan to accomplish your financial goals and we will work with you hand in hand, coaching you, so that your plans for the future become a reality.

Solid Investment Advice

For over 30 years we have guided our clients to greater wealth and stability. We take a client-centered approach to investing, basing our advice on your long-term needs and objectives. We help our clients with retirement planning, education planning, estate planning and planning for other expected and unexpected life events. Regardless of your level of risk tolerance, we have investment opportunities that can help you attain your financial goals.

Expert Tax Preparation

Paying taxes is a necessary part of life, but you should only pay your fair share. Many taxpayers fail to take advantage of the legal tax deductions to which they are entitled, costing them thousands of dollars. At James T. Borello & Co., our consultants closely investigate your financial circumstances.  We aggressively seek all available legal tax deductions for our clients. Our firm has decades of experience with tax preparation, and we will save you money on your taxes.
History: 

James Borello started James T. Borello & Co. 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 more than 2,500 clients. James attributes its success to the personal service offered to clients.

The long-term relationships that are built with clients are based on their trust and confidence in James T. Borello & Co. James T. Borello & Co. has five consultants trained to help you with your individual needs. They are located on Route 25 in East Dundee, Illinois, minutes from Interstate 90.


 
 
Back
 
 

Privatebanking.com
Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.
    Privatebanking.com
   
  Read more  
 
Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
    Ascent Limited
   
  Read more  
 
 
Home News Library Newsletters Event Calendar Advertise About Contact FAQ
Privacy Policy     Terms of Service
 

©