• Estate Planning
  • Investment Services
James H. Bartolero, CFA CIC
5 Utopian Court
Palm Coast, FL 32164-5902
(386) 263-7203
Hours: 9 AM to 5 PM M-F

prefers to make personal, local calls/presentations to Savers/Propects
  • About

    JHB is a seasoned Fee Only Investment Counselor:

    My History is
    See FINRA Brochure #134304
    Technical Analyst since 1955
    Security Analyst since 1964
    Fund Manager from 1968 to 1970
    Trust Investment Officer since 1970

  • Whom to Contact

    • Mr. James H. Bartolero, CFA CIC
      Investment Counsellor
      Phone: (386) 263-7203
  • Directions

    I will come to see you, initially; please call for an appointment


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Palm Coast, FL 32164
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