BBB Accredited Business Profile

Monotelo Advisors

Monotelo Advisors

(312) 757-5151

Monotelo Advisors

5 years in business

2205 Point Blvd
Elgin, IL 60123-7808

BBB File Opened: 4/18/2012
Business Started: 4/29/2011
Business Started Locally: 4/29/2011
Type of Entity
Corporation
Business Management
  • Mr. Jim Richter, Owner
Contact Information
  • Principal: Mr. Jim Richter, Owner
Business Category
  • Tax Return Preparation
  • Financial Planning Consultants
  • Financial Services
  • Investment Management
  • NAICS: Other Accounting Services
  • Accountants - Certified Public
  • Accountants
  • Accounting Services
  • Payroll Service
  • Tax Reporting Service
  • Taxes - Consultants & Representatives
  • Taxes - Enrolled Agent

Alternate Business Names
  • Monotelo Advisors, Inc
  • Monotelo Advisors, Inc

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.

Number of Employees:  9

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Overview

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 info@monotelo.com to schedule a tax or planning conversation.

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Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.

BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

Monotelo Advisors

Monotelo Advisors

BBB ACCREDITED SINCE 6/01/2014

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