James T. Borello & Co. is a financial planning and tax consulting firm in East Dundee, Illinois. We provide financial planning to more than 650 clients and manage more than $350 million of assets. We also provide tax preparation and advisory services to over 2,500 clients. Our approach is to obtain a clear understanding of each individual client’s financial situation, develop and agree upon each client’s long-term financial goals, create and implement a financial plan that is focused on accomplishing those goals, provide on-going monitoring of the plan, and recommend changes as needed to ensure the plan continues to stay focused on the client’s goals. This approach requires that we develop a hands-on partnership with each client.
We welcome the opportunity to discuss with you how our approach and experience can help you make your financial dreams a reality.
James Borello started James T. Borello & Co. in 1975. His interest in helping people with their taxes and investments inspired him to start the company. Since that time the company has grown to more than 2,500 clients. James attributes its success to the personal service offered to clients. The long-term relationships that are built with clients are based on their trust and confidence in James T. Borello & Co. James T. Borello & Co. has five consultants trained to help you with your individual needs. They are located on Route 25 in East Dundee, Illinois, minutes from Interstate 90.