James J Bertucci

835 E Rand Rd
Arlington Heights, IL 60004 847-454-0230

Ratings

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Consumer Ratings for James J Bertucci — 2 Ratings

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Percent of customers who rated service "superior" for:
Giving helpful advice
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Doing work properly
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Promptness/responsiveness
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Consumer Comments for James J Bertucci

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Consumer from Chicago, IL
May 07, 2020
Recommended
Our previous financial planner retired, and recommended Jim as someone who is knowledgeable about issues of concern to prospective retirees. We have been with Jim since the company was still called Axa, and my wife and I will probably retire within the next 2-3 years with our financial house in good order.
Consumer from Chicago, IL
Jul 14, 2017
Recommended
When our former financial planner retired, she recommended Jim. We have been very happy with his work for us. He is careful, listens well, and knows the options, which he is careful to explain. He gives us time to make sure we understand and are comfortable with any changes we might be considering.