Financial Planning

Comprehensive Planning Management | James T. Borello & Co

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 financial advice. Regardless of your risk tolerance, we can formulate a financial plan that meets your goals. Our consultants will guide you through this plan and help you secure your financial future. We will continue to monitor your portfolio so that it continues to meet your objectives. All investments will be held in the strictest of confidence.

As qualified tax preparation professionals, we also consider your tax situation an integral part of your financial planning decisions. Our complete financial services are critical as each element of your financial portfolio should be interconnected when making all financial decisions.

Our Financial Services

  • Investment Planning
  • Tax Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Other Life Events

Contact us for a comprehensive financial plan.