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What We Do
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Grow Your Assets
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Our exceptional team of asset managers leverages their investment expertise, discipline, and risk controls to deliver proven results across various asset classes and specialties, all while focusing on strategies designed to help you grow your assets effectively.

Goal Based Investing
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Based on a deep understanding of your goals, time horizon, values, and tax situation, we apply our investment expertise and resources to design a portfolio uniquely tailored to you.

Financial Guardianship
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Driven by a strong commitment to financial guardianship, we are passionate about our work and the principles that guide us. We take pride in our transparency, robust governance, responsible investing, and the implementation of risk management to protect your assets.
  •     Investment Solutions    
  •     Retirement Solutions     
  •      Lending Solutions     
  •      Insurance Capabilities     
  •      Other Services     
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Equity Investments
  • Personalized strategies to help you build and grow your portfolio through a diverse range of stock market opportunities.
Fixed Income
  • Provide strategies to help you achieve stable returns and manage risk through investments in income-generating assets.​
​Alternative Investments
  • Gain access to thousands of alternative investment—delivered on a platform that is both cost-effective and transparent.
Education and Health Savings
  • Leverage tax-advantaged education and health savings accounts through fully integrated strategies and technology.​
Cash Management Solutions​
  • Manage and track your money through our flexible asset management services. 
Individual Retirement Accounts (IRAs)​
  • Traditional, Roth, and Rollover IRAs​
Small Business Retirement Plans
  • SEP IRA, SIMPLE IRA. Individual 401(k), 401(k), 403 (b), and Profit Sharing Plans
Retirement Plan Network
  • ​Flexibility in structuring investment menus with a broad spectrum of investment options
  • A range of choices for recordkeeping services
  • Tools to assist in performing fiduciary duties
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
  • Life Insurance Premium Financing
  • Aircraft Financing
  • Standby Letters of Credit
Life Insurance
  • Develop a tailored life insurance strategy that aligns with your specific needs
    • Term Life, Universal Life, Whole Life, 1035 Exchanges, or Single/Survivor Life policies
​Disability Insurance
  • Assist you in recommending a plan that addresses your needs
Annuities 
  • Offer streamlined annuity sales and servicing with access to many of the country’s leading insurance companies
Long-Term Care Insurance
  • Recommend the optimal plan for your situation, whether you require a solution for a single case or guidance on a multi-life sales opportunity
Tax Preparation

Trust Solutions

Wealth Transfer Strategies

​Multicurrency Capabilities
Corporate Executive Services

Private Banking

Philanthropy Solutions

​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.