Eileen Carrero Financial Services

Midlothian, Illinois

5.0 (1 reviews)
Call (708) 489-1035 Visit website →

About

Eileen Carrero Financial Services provides financial planning, investment management, and tax planning services to women in transition, including single women, business owners, divorcees, and widows in the Midlothian, Illinois area. The firm charges a fixed fee of $1,500 for comprehensive financial plans and manages assets at 1% AUM, with a $250,000 investment minimum. Led by a CPA and Investment Advisor, the practice integrates tax planning with portfolio management and draws on over three decades of tax and accounting experience combined with nearly two decades of financial planning.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 10AM-6PM, Tuesday: 10AM-6PM, Wednesday: 10AM-6PM, Thursday: 10AM-6PM, Friday: 10AM-6PM, Saturday: Closed
SEC registered
No
0 selected
Compare →