Stellaris Financial & Tax Advisory
Buffalo Grove, Illinois
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.
View details