Stellaris Financial & Tax Advisory

Buffalo Grove, Illinois

5.0 (1 reviews)
Call (847) 499-3342 Visit website →

About

Stellaris Financial & Tax Advisory is an independent advisory firm in Buffalo Grove, Illinois, led by Pete, an Investment Adviser Representative with fiduciary obligations who has worked in financial services since 1986. The firm provides customized financial planning and tax-reduction strategies across income planning, portfolio construction, tax efficiency, healthcare preparation, and estate planning, with a stated process that begins with understanding client circumstances and priorities, followed by strategy review and ongoing plan monitoring.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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