Tax Return Preparation
Monotelo AdvisorsAbout
About This Business
Monotelo Advisors is a tax and wealth management firm. Monotelo’s one mission is: To make a difference with meaningful and actionable financial solutions that positively impact their clients’ lives. Whether it’s something as basic as a tax planning strategy that increases a family’s cash flow to help ease their financial burdens, or something as complex as a structured financial vehicle that helps a wealthy entrepreneur retain a higher percentage of their earned income, Monotelo exists to make a difference with tax and financial expertise that positively impact people’s lives
Business Details
- Local BBB:
- BBB of Chicago & Northern Illinois
- BBB File Opened:
- 4/18/2012
- Business Started:
- 4/29/2011
- Business Started Locally:
- 4/29/2011
- Business Incorporated:
- 4/29/2011
- Type of Entity:
- Corporation
- Alternate Names:
- Monotelo Advisors, Inc
- Monotelo Advisors, Inc
- Business Management:
- Mr. Jim Richter, Owner
Additional Contact Information
- Principal Contacts
- Mr. Jim Richter, Owner
- Customer Contacts
- Mr. Jim Richter, Owner
- Additional Phone Numbers
- Other Phone: (847) 923-9015
- Social Media
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Additional Information
- Other Resources
- Certified Financial Planner Board of Standards, Inc.
1425 K Street NW
Washington DC 20005
http://www.cfp.net/ - Financial Industry Regulatory Authority
- Illinois Department of Financial and Professional Regulation
100 W. Randolph
Chicago IL 60601
Phone Number: 888-473-4858
https://idfpr.com - Internal Revenue Service
230 S. Dearborn St. 17th Floor
Chicago IL 60604
Phone Number: (312) 566-4912
http://www.irs.gov - Securities & Exchange Commission
175 West Jackson Blvd.
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]
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