James J. Azzarello,  CFP<sup>&reg;</sup> - Financial Advisor

James J. Azzarello, CFP®

CLU, ChFC

President

Copia Financial Solutions, Inc.

1063 W Hunting Dr
Palatine, IL 60067
FINANCIAL ADVISOR'S WEBSITE
(847) 776-7526

General

James Azzarello is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Copia Financial Solutions, Inc. in Palatine, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: WI,IL,AZ,TX
  • Fixed annuities: WI,IL,AZ,TX
  • Variable annuities: WI,IL,AZ,TX

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Insurance, Retirement, Long-term Care, Sudden Wealth

More

Helpful Financial Planning Resources