01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As fiduciaries we put our client’s interests first. Our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

Financial Planning

Tax Preparation Services

Retirement Planning

Education Planning

Estate Planning

Our Team

James T. Borello | Financial Planner | James T. Borello & Co

James T. Borello

Jim Borello has resided in the Chicago area all of his life. He earned his Bachelor of Arts degree in Chemistry from...

Daniel J. Borello | Financial Planner | James T. Borello & Co

Daniel J. Borello Ph.D.

Dan’s Financial Planning specialties include, Retirement Forecasting, Estate Planning, Education Consulting, and Tax...

Michael T. | Financial Planner | James T. Borello & Co IL

Michael T. Speziale

Mike has been a Financial Planner for over 20 years, servicing clients in the Dundee area through local community banks...

Chad D. Anderson | Tax Planner | James T. Borello & Co IL

Chad D. Anderson

Chad graduated from Purdue University and has traveled the world volunteering on military bases in 9 different countries...

Jackie Kieltyka | Client Manager | James T. Borello & Co IL

Jackie Kieltyka

Jackie joined the firm in 2008 and enjoys her multiple roles helping our clients and keeping the office running smoothly...

We manage assets for individuals and families, providing investment management, and financial planning services.

Latest Blogs

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How to Reprogram & Improve Your Money Mindset

Daniel Borello |
Categories
Finance
Investments
Savings
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset. 1 And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about finance but about life in general. 1 With that, understanding your money mindset can start to highlight where it may be...

4 Pervasive Myths About Inflation

Daniel Borello |
Categories
Investments
Finance
4 Pervasive Myths About Inflation Inflation can feel inescapable these days. For most of us, it also feels like inflation is higher and more persistent than it actually is. 1 That could be because we’re seeing higher prices practically everywhere. 1 Despite our experience, though, that misperception can actually harm us. It can also be bad for inflation in general. 1 That’s because thinking inflation is worse than it is can stoke our fears of...
Digital art image of a business person looking through a large set of binoculars.

3 Investment Factors that Don’t Drive Long-term Returns

Daniel Borello |
Categories
Investments
As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and actually have no impact on long-term market returns. It’s not their fault – these myths are so commonly believed that many so-called “savvy investors” would preach to you of their importance. To help you make informed investment decisions, let’s look at three investment factors that, contrary to popular belief, don’t...