Financial advisor · Schaumburg, IL
Chicagoland 1031 Exchange
Guiding 1031 exchanges and DST replacement property investments
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Financial planning, investments and tax guidance for individuals and families10 N. Martingale Road Suite 400, Schaumburg, IL
WealthCare Advisors is a financial planning firm run by the father-and-son team Bill and Eric Billimoria, who work with individuals, families, established professionals and small business owners. Its services cover retirement planning, portfolio management built on evidence-based asset allocation, insurance to guard against death, disability and illness, and tax planning and preparation. Bill and Eric are both CPAs, and both hold the CERTIFIED FINANCIAL PLANNER designation.
The firm operates as an independent fiduciary, and planning clients receive a detailed written plan that is revisited as their circumstances change. Anyone curious about their approach can take a free risk tolerance quiz before a first conversation, and meetings can be scheduled online. The office is at 10 N. Martingale Road in Schaumburg.
Guiding 1031 exchanges and DST replacement property investments
Buying and selling Illinois homes with personalized service
Year-round tax planning, filing and advisory for individuals and businesses
Listing your business here is free. Featured is $49 a month: