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Products and Services

  • Retirement Solutions
  • Investment Solutions at a Glance
  • Lending Solutions
  • Insurance
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Individual Retirement Accounts (IRAs)​
  • Traditional IRA
  • Rollover IRA
  • Roth IRA
  • Inherited IRA
  • Guardian IRA for Minors
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Automated Required Minimum Distributions (RMDs)

Flexible Distribution Options
  • Offers a wide range of options for IRA distributions, including:
  • IRA Checking
  • Fed wires
  • Electronic funds transfer
Employer-Sponsored Retirement Plans​
  • Simplified Employee Pension Plan (SEP IRA)
  • Individual(k)
  • Savings Incentive Match Plans for Employees (Simple IRA)
  • 401(k)
  • 403(b)(7)
  • Profit Sharing Plans
  • Money Purchase Plans
  • Defined Benefit Plans

Successor Beneficiaries for Stretch IRAs
  • Cash Management Solutions
  • Multicurrency capabilities
  • Alternative Investment Solutions
  • Corporate Executive Services
  • Philanthropy Solutions
  • Trust Solutions
  • Estate Planning, Wills, Multigenerational wealth transfer strategies
  • Tax planning and preparation
Residential Mortgage Lending
  • Purchase
  • Refinance
  • Reverse Mortgage
  • Mortgage Pre-Appoval Program
  • Interest-Only Mortgage​​
  • Hybrid Mortgage
  • 100% Financing Option
  • Construction Financing
Innovative Financing Solutions
  • Margin Lending
  • Securities-Based Lending
  • Fully Paid Securities Lending
  • Life insurance premium financing
  • Aircraft financing
  • Standby letters of credit

Commercial Real Estate Financing
Life Insurance
  • Term Life - 10/15/20/25/30  Guaranteed* level Premiums, Return of Premium
  • Universal Life -  Flexible or Guaranteed* level for life
  • Whole Life - Guaranteed* level for life
  • 1035 Exchange
  • Single Life and Survivor Life
Disability Insurance

Long Term Care Insurance
Protection of Assets at Pershing, LLC
Privacy Policy

Geremia Financial Services, LLC is a Registered Investment Adviser. Custody and clearing offered through Pershing Advisor Solutions a Division of Bank of New York.  Geremia Financial Services, LLC only provides investment advice to persons residing in states where it is properly registered, or excluded or exempted from registration requirements. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the states where legally permitted. Please be aware that there are risks associated with all investments and investment strategies. Historical investment performance may not be indicative of future results. It is the policy of Geremia Financial Services, LLC that any e-mail address or other personal information given to Geremia Financial Services, LLC through this website will not be shared with any third party without the sender’s permission. Information submitted to Geremia Financial Services, LLC via this website, other than personal information, will be treated as non-proprietary and available for use by Geremia Financial Services, LLC in its normal course of business.
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  • Home
  • About US
    • Company Overview
    • Our Team
    • Products and Services
    • Investment Philosophy
  • FAQ
  • Contact
  • Geremia Capital, LLC
  • Client Login