# James T. Borello & Co.
Source: https://planprovider.pro/provider/james-t-borello-and-co

> From East Dundee in the northwest Chicago suburbs, this plan advisor firm blends investment management with tax-focused planning for individuals and families…

Retirement Plan Advisor

East Dundee, IL

## 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/](https://www.jamestborello.com/)

## Office Locations

- East Dundee, IL (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $300.0M

## Team Members

- **James Borello**, Financial Planner

- **Daniel Borello**, Financial Planner

- **Michael Speziale**, Financial Planner

- **Chad Anderson**, Tax Planner

- **Jackie Kieltyka**, Client Manager

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