At James T. Borello & Co., we help make your financial goals a reality. Providing both financial planning and tax preparation, our firm offers clients fully integrated financial services. Our consultants take pride in working closely with our clients. Through commitment, professionalism and a history of proven results, we have built a reputation for quality financial planning and tax consultation.

In today’s world of large impersonal financial institutions, a company like James T. Borello & Co. is unique. Our focus is to partner with our clients through a high level of personal contact and a commitment to excellence. We will provide you with the best possible plan to accomplish your financial goals and we will work with you hand in hand, coaching you, so that your plans for the future become a reality.

Solid Investment Advice

For over 30 years we have guided our clients to greater wealth and stability. We take a client-centered approach to investing, basing our advice on your long-term needs and objectives. We help our clients with retirement planning, education planning, estate planning and planning for other expected and unexpected life events. Regardless of your level of risk tolerance, we have investment opportunities that can help you attain your financial goals.

Expert Tax Preparation

Paying taxes is a necessary part of life, but you should only pay your fair share. Many taxpayers fail to take advantage of the legal tax deductions to which they are entitled, costing them thousands of dollars. At James T. Borello & Co., our consultants closely investigate your financial circumstances.  We aggressively seek all available legal tax deductions for our clients. Our firm has decades of experience with tax preparation, and we will save you money on your taxes.