Financial Planning
Our Advice Tailored to You For over four decades, we have guided our clients to greater wealth and stability. We take a client-centered approach to investing, basing our advice on a clear understanding of your values, needs, and goals. The advisors at James T. Borello & Co., offer clients expert...
Tax Preparation Services
We will Minimize Your Tax Liability At James T. Borello & Co., we offer tax preparation services that will help you find all legal deductions. Our consultants continue to stay current with all complex tax legislation. With this knowledge, we aggressively seek out all legal deductions and tax savings...
Retirement Planning
Planning for Retirement Starts Now Planning for retirement is important at any age. By starting early, you can take advantage of two key elements of investing: time and compounding interest. As you approach retirement age making a retirement plan becomes even more critical. At James T. Borello & Co...
Education Planning
Making College Affordable The cost of a college education increases every year. The earlier you start saving, the easier it will be to pay for your child’s education. Choosing how to save for your child’s education can be challenging given the different options and benefits. You have several options...
Estate Planning
Securing Your Assets Making plans for your estate upon your death involves weighing many different factors. Developing a solid estate plan can be challenging, as the future can be uncertain. Consulting knowledgeable tax and financial consultants can smooth the process and help make sure your goals...
