Edward Jones - Financial Advisor: Quentin Price

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

James J. Bertucci is an Arlington Heights Certified Financial Planner with over 30 years of experience. As a Financial Advisor, Jim takes the time to listen to clients needs and develops a financial plan that addresses their unique objective needs. Jims specialties include: Retirement Planning, Business Planning, Wealth Management, Investment Portfolio Management, Investment Advisory Services, Estate Planning, Traditional and Roth IRAs, Mutual Fund, Pre & Post Inheritance Planning, Asset Management, and Asset Allocation Strategies. Jim would be privileged for the opportunity to help you plan for your financial future. Please contact us for a complimentary consultation.

Bank of America, located in Arlington Heights, IL, offers a comprehensive range of financial services including banking, credit cards, home and auto loans, and wealth management for both personal and small business needs. The bank emphasizes customer convenience through its online and mobile banking options, allowing users to manage their finances securely and efficiently. Additionally, Bank of America provides unique offerings such as the Preferred Rewards program, which helps customers save on banking fees and earn rewards through various financial products. With a commitment to accessibility and security, the bank strives to meet the diverse financial needs of its clients. Generated from the website