Company Overview
Geremia Financial Services, LLC was founded in 2004. Our wealth management philosophy was developed in 2001 as a result of the financial destruction caused to investors during the technology bubble and subsequent recession. With over 75 years of combined experience at the individual and institutional level, we are committed to achieving our client’s goals.
We provide our investment management on a fee-only basis, rather than products and commissions so there is no conflict of interest regarding our investment decisions.
GFS offers multiple investment strategies using our proprietary investment philosophy. We aim to construct diversified portfolios including stocks, bonds, options, exchange traded funds, and short term cash equivalents with exposure to various investment styles, market capitalizations, and geographic regions. Our strategies can be customized to suit your unique needs, such as concentrated positions, compliance issues, and restricted securities, etc.
GFS offers multiple investment strategies using our proprietary investment philosophy. We aim to construct diversified portfolios including stocks, bonds, options, exchange traded funds, and short term cash equivalents with exposure to various investment styles, market capitalizations, and geographic regions. Our strategies can be customized to suit your unique needs, such as concentrated positions, compliance issues, and restricted securities, etc.
Our Commitment
Geremia Financial is committed to providing the highest possible level of service to its clients. We hold our team accountable to this commitment and believe our clients’ expectations should not only be met, but exceeded.
We pride ourselves on providing wealth management services that combine investment management and relationship management, including consulting with your other advisors (i.e. Estate Attorneys, Accountants, etc.), allowing you to streamline your complex financial affairs.
We pride ourselves on providing wealth management services that combine investment management and relationship management, including consulting with your other advisors (i.e. Estate Attorneys, Accountants, etc.), allowing you to streamline your complex financial affairs.