Regardless of your age, income, or lifestyle, your financial decisions impact your future. Expert financial planning can make the difference between financial difficulty and financial security for yourself and your family.
Robert A. Mecca & Associates, LTD has a passion for helping people accumulate wealth and protect their assets. We are a full-service Certified Financial Planning (CFP) and life planning consulting firm.
Who Are We?
Robert A. Mecca & Associates, LTD is a 25 year old independent, fee-only financial planning firm. We provide comprehensive financial services including:
- Independent Investment Portfolio Analysis
- Preparing for a Secure and Comfortable Retirement
- Proactive Asset Wealth Management
- Cash Flow Maximization
- College Expense Counseling
- Sudden Wealth Assistance
- Objective Insurance Evaluation
- Tax Reduction Strategies
- Legacy and Estate Planning Consultation
- Business Profit Planning
- Designing Business Retirement Benefit Plans
- Private Wealth Management
We are conveniently located in the northwest suburbs of Chicago with two offices in Hoffman Estates. We have many local clients as well as out of state clients located from the east coast to the west coast.
What Are the Advantages of Partnering with Us?
We are independent and fee-only. We don't represent a bank, broker firm, insurance company, or mutual fund. As a result, we don't have any hidden agendas and don't take commissions. That means you can trust that our advice is in your best interest.
- Bob Mecca has been an active member of the Financial Planning Association (FPA), in good standing, for 25 years and upholds their Code of Ethics.
- Bob Mecca has taught finance classes for 25 years and can communicate difficult terms that people can easily understand.
- Our firm provides comprehensive financial planning services.
- Countless single people, families, and business owners have utilized our premier multi-faceted services for over 25 years.
Read more about the Advantages of Partnering with Us.
What Types of Trustworthy Guidance Can I Receive?
As a Registered Investment Advisor, we can provide you with a comprehensive range of services. Along with our professional network of associates, we can help you:
- Make your money work harder and smarter
- Select investments, such as stocks, bonds, and mutual funds.
- Save for college while reducing taxes.
- Plan for retirement (401k, 403b, 457, IRA, Roth IRA, and rollovers).
- Manage business finances and improve cash flow.
- Minimize tax liability.
- Retain proper insurance with reduced premiums.
- Plan your estate.
Are My Discussions With Bob Confidential?
All discussions with Bob are highly confidential. We are most sensitive to your personal financial situation and pledge a high degree of confidentiality.
Vital Information You Should Know
Get more details about our services, read case studies about people who may have similar financial problems to yours, consider some serious questions you should ask yourself about financial planning, read the Code of Ethics we uphold, check out our seminars and articles, or discover Advantages of Partnering with Us.
Bob Mecca Is Presented Five Star Wealth Manager Award For 2010, 2011, 2012, And 2013
View a video about how Bob Mecca was selected to received the Wealth Manager Award for four consecutive years.
The award, presented to less than 2 percent of the wealth managers in the Chicagoland area, was based on random polling of high net worth households and individuals within the financial services industry. Survey recipients evaluated wealth managers whom they know through personal experience. The evaluation process was based upon nine criteria: customer service, communication, knowledge/expertise, value for fee charged, integrity, meeting financial objectives, post-sale service, quality of recommendations and overall satisfaction.
Bob Mecca did not apply for this award and does not pay a fee to be included in the research or the final list of Five Star Wealth Managers. Go to this link to learn more about the selection process.
We were not officially notified that we have been included in the award until after their selection process was completed. No information was prepared or submitted in order to be recognized. No fees were paid by our firm to be included on the list.
We are required to share with you that third party rankings and recognition from rating services or publications - while an honor - are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement by any client nor are they representative of any one client's evaluation.
You work hard for your money. Is your money working hard for you?
Dow Jones Industrial
10-year US Treasury
*YTD through 6/29/14
Exchange Traded Funds, or ETFs, can offer distinct advantages over mutual funds. How?
a) You can implement an immediate buy order.
b) You can implement an immediate sell order.
c) You can trade a market or limit order.
d) You can implement stop losses.
e) All of the above.
Find the answer on the Contact Us page.