Provider

Pete Recchia

schedule a free consultation

our firm helps individuals and businesses fulfill their financial goals.

credentials

contact

+1(708) 695-5845
precchia@4wealthfg.com

745 McClintock Dr Ste 150

Burr Ridge IL 60527

social

bio

Provider

We are a CPA and investment advisory firm working with individuals, businesses and pension plans. Practice was built on the belief that there is no “one-size fits all” approach to advising clients. With our knowledge of investments, tax and estate planning we create a plan to help clients reach their goals. We also advise pension plans including 401)k), profit sharing and defined benefit plans As an AIF I take on fiduciary responsibility for the plans I manage. I am also a graduate of The Retirement Advisor University in collaboration with UCLA Anderson School of Mgmt. Exec. Educ.C(k)P, Certified 401k Professional. Visit our web site at WWW.4wealthfg.com.

education

Lewis University

Bachelor of Accounting

1982

experience

4Wealth Financial Group, LLC

President
Burr Ridge, IL

10/2012 - present

exams

C(k)P®, Certified 401k Professional

2012

Accredited Investement Fiduciary (AIF)

2005

business info

Thumb 4w logo fg w r email

4Wealth Financial Group, LLC

www.4wealthfg.com

Established 2012

Our company advises individuals and businesses on not what they wanted but what they never knew they wanted and needed until we gave it to them Full Service CPA and Wealth Management firm. Working with businesses and individuals on tax, investments and estate planning Pension Specialties: 401K Plans, Defined Contribution Plans, Defined Benefit Plans, Advise and setup pension and 401K Plans, working with plan sponsors and participants, Accredited Investment Fiduciary (AIF) to help plan fiduciaries to understand their liabilities instruct them to use best practices

hours of operation

Sunday closed
Monday 09:00 AM - 05:00 PM
Tuesday 09:00 AM - 05:00 PM
Wednesday 09:00 AM - 05:00 PM
Thursday 09:00 AM - 05:00 PM
Friday 09:00 AM - 05:00 PM
Saturday closed

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services

Financial Services

Stocks or bond investments
Real estate investments
Tax & estate planning
Retirement planning
Insurance investments

fee structure

Hourly fees
Fee-based investments

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


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