How does the advisor help clients – Key Takeaways:
Geremia Financial Services, LLC is a leading financial advisory firm that provides comprehensive financial services to help clients achieve their financial goals and secure their financial future. They specialize in providing customized financial solutions that are tailored to the unique needs of each client, taking into consideration their risk tolerance, financial objectives, and existing financial situation. With their expertise and experience, Geremia Financial Services, LLC helps clients make informed financial decisions and provides ongoing support to help them navigate the ever-changing financial landscape. Their commitment to client satisfaction has made them a trusted partner for individuals, families, and businesses seeking financial guidance and support.
Facts and Insights
Geremia Financial Services, LLC has been in business for over 15 years, serving clients across the United States. They manage more than $500 million in assets and have a team of experienced advisors who are dedicated to providing top-notch financial services. Their success is rooted in their commitment to putting their clients’ best interests first and providing transparent, ethical, and high-quality financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15+ years |
Financial Services Offered
Geremia Financial Services, LLC offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, insurance planning, and more. Their team of experts has the knowledge and experience to develop tailored financial strategies that help clients achieve their unique financial goals and objectives.
Client Types
Geremia Financial Services, LLC caters to a diverse range of clients, including individuals, families, and businesses of varying sizes and industries. They have the expertise to serve clients with different financial needs and objectives, making them a one-stop shop for all financial services.
Fees & Compensation
Geremia Financial Services, LLC believes in complete transparency when it comes to fees and compensation. They charge a percentage of assets under management as their fee, with rates varying depending on the services provided. They also offer initial consultations free of charge, giving potential clients the opportunity to get to know them and their services before committing to a long-term partnership.
Background
Geremia Financial Services, LLC was founded by John Geremia, a highly experienced and qualified financial advisor with over 25 years of experience in the industry. He holds several industry certifications, including Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC). He is dedicated to helping clients achieve their financial goals and has built a team of like-minded professionals who share the same passion for helping people secure their financial future.
Financial Advisor Disclosures to Know
Geremia Financial Services, LLC is committed to operating with integrity and adheres to all regulatory requirements. They provide all necessary disclosures to clients and potential clients, including their Code of Ethics, ADV Form, and Privacy Policy. They also have a strict policy against conflicts of interest to safeguard their clients’ best interests at all times.