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Monotelo Advisors is a tax and wealth management firm located in Chicago and Elgin, IL that serves individuals throughout the United States. The name Monotelo comes from the Greek words “Monos” (meaning ONE) and “Telos” (meaning MISSION or PURPOSE).
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.
Visit www.monotelo.com to learn more about their services or contact the company at email@example.com to schedule a tax or planning conversation.
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A BBB Accredited Business since
BBB has determined that Monotelo Advisors meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for Monotelo Advisors include:
- Length of time business has been operating
- No complaints filed with BBB
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Licensing, Bonding or Registration
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.
These agencies may include:
Financial Industry Regulatory Authority
Internal Revenue Service
230 S. Dearborn St. 17th Floor, Chicago IL 60604
Phone Number: (312) 566-4912
Illinois Department of Financial and Professional Regulation
100 W. Randolph, 9th Fl, Chicago IL 60601
Phone Number: (312) 814-4500
Type of Entity
Business ManagementMr. Jim Richter, Owner
Tax Return Preparation Taxes - Consultants & Representatives Taxes - Enrolled Agent Financial Planning Consultants Certified Financial Planner (CFP) Financial Services Managed Futures Accounts Accountants - Certified Public Accountants Accounting & Bookkeeping General Services Accounting Services Payroll Service Tax Reporting Service Other Accounting Services (NAICS: 541219)