James J. Bertucci, CFP®

  • Financial Advisors - Professional Services
  • Wealth Management - Professional Services
  • Wealth Management - Finance & Insurance
  • Financial Advisors - Finance & Insurance
835 E. Rand Road
Arlington Heights, IL 60004
(847) 454-0230
(847) 454-0235 (fax)
  • About

    James Bertucci has earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, and has been awarded AXA Advisors' Retirement Planning Specialist title for completing the AXA Equitable At Retirement education program. Only a select group of AXA financial professionals nationwide complete this elite program. James works with individuals and business owners to help them define their retirement goals and formulate strategies to help meet their unique needs and objectives.

  • Whom to Contact

    • James Bertucci
    • Kim Costello