J.P. Cannata & Associates is a family-owned financial planning firm based in Roselle, IL, founded in 1992. Specializing in creating personalized financial strategies for individuals, families, and businesses, they take a family-focused approach to help clients achieve long-term financial goals.
With a boutique service model and a commitment to building quality relationships, J.P. Cannata & Associates offers tailor-made solutions that incorporate clients' personal values and goals. Whether clients are contractors, business owners, pre-retirees, retirees, or independent women, the firm provides professional oversight and comprehensive planning to navigate life's financial transitions.
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