01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As fiduciaries we put our client’s interests first. Our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

Our Team

James T. Borello | Financial Planner | James T. Borello & Co

Jim Borello has resided in the Chicago area all of his life. He earned his Bachelor of Arts degree in Chemistry from...

Daniel J. Borello | Financial Planner | James T. Borello & Co

Dan’s Financial Planning specialties include, Retirement Forecasting, Estate Planning, Education Consulting, and Tax...

Michael T. | Financial Planner | James T. Borello & Co IL

Mike has been a Financial Planner for over 20 years, servicing clients in the Dundee area through local community banks...

Chad D. Anderson | Tax Planner | James T. Borello & Co IL

Chad graduated from Purdue University and has traveled the world volunteering on military bases in 9 different countries...

Jackie Kieltyka | Client Manager | James T. Borello & Co IL

Jackie joined the firm in 2008 and enjoys her multiple roles helping our clients and keeping the office running smoothly...

We manage assets for individuals and families, providing investment management, and financial planning services.

Latest Blogs

How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy. 1 That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy. Let’s explore how understanding longevity could create a positive impact in your retirement planning. What is longevity literacy? Longevity literacy refers to your knowledge about expected lifespans...
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud. 1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023. 2 And whether or not you’ve seen these cons in action, they don’t look the same today as they did even a year ago. 2 They’re becoming more personalized and harder to detect...