Mecca On Money
Independent, Objective Advice You Can Trust
Integrity - Trust - Passion
Independent Financial Advice You Can Trust
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:
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.
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:
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?
*YTD through 3/2/14
Test Your Knowledge Quiz
What are common financial concerns for Americans?
a) Properly prepare for college
b) Live comfortably in retirement
c) What to do with old retirement plans
d) How to refinance and consolidate debt
e) How much life insurance is needed and what types are proper
f) Ways to reduce income taxes
g) All of the above
Find the answer on the Contact Us page.
Call Robert A. Mecca & Associates LLC at 847-359-2900 or email Bob@MeccaOnMoney.com
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