Financial Planning Services

In these turbulent economic conditions, it is more important than ever to choose an experienced and knowledgeable financial planner to help you achieve your financial goals. With so little room for error, you can’t afford to go it alone or entrust your hard earned money to amateurs. At James T. Borello & Co., we offer our clients both expert financial advice and a wide range of investment opportunities. As qualified tax preparation professionals, we also consider your tax situation as an integral part of your financial planning decisions.

Complete Financial Services

When looking for financial planning services, it’s important to choose a firm that can offer complete financial services. Each element of your financial portfolio is interconnected and should be considered when making future financial decisions. At James T. Borello & Co., our financial consultants help our clients make financial arrangements for a variety of life circumstances including:

Depending on your stage of life and your future plans, your portfolio can tolerate different levels of investment risk. For example, those who are just starting out can afford to take more risks. On the other hand, those who are nearing retirement should be more conservative with their investments. We offer investment opportunities for all levels of investment risk. Depending on your specific personal and financial circumstances, our consultants will guide you towards the investments that will help you achieve your financial objectives and grow your wealth.

Contact us to speak with a consultant and learn how our firm can help you maximize your portfolio.