James T. Borello & Co.

About James T. Borello & Co.

<p>From East Dundee in the northwest Chicago suburbs, this <a href="/plan-advisors">plan advisor</a> firm blends investment management with tax-focused planning for individuals and families across the greater Chicago area.</p> <p>James T. Borello &amp; Co. works as a fiduciary and offers 3(21) investment advice services, supporting retirement plan decision-making without taking full discretion over plan assets. The firm’s day-to-day work centers on goal-based planning and tax-efficient strategy design tied to a client’s broader financial picture.</p> <p>In addition to retirement planning, the firm handles ongoing financial planning and tax preparation, with related planning support for education and estates. As of 2026, James T. Borello &amp; Co. reports $0.3B in assets under management.</p> <p>What sets the firm apart is the way it pairs tax preparation with retirement and investment planning, so recommendations can be coordinated across both areas.</p> <ul> <li>3(21) fiduciary investment advice for retirement plans</li> <li>Financial planning and wealth planning</li> <li>Tax preparation and tax strategy</li> <li>Retirement, education, and estate planning support</li> </ul>

Website: https://www.jamestborello.com/