Empowering Financial Independence, One Family at a Time
At Germer & Co., we pride ourselves on providing exceptional financial guidance and personalized service to our clients. Our team of experienced professionals is dedicated to helping individuals, families, and businesses achieve their financial goals. With a strong foundation in accounting and finance, we offer a wide range of services to our clients, including tax preparation, investment advice, retirement planning, and estate planning.
Our Services
At Germer & Co., we understand that every client has unique financial needs and goals. That's why we take a personalized approach to financial planning and investment advice. Our expert team of certified public accountants (CPAs) and registered representatives has the knowledge and expertise to help you make informed decisions about your financial future.
Our services include:
- Tax Preparation: We offer comprehensive tax preparation services, ensuring accuracy and precision in calculating your tax obligations.
- Investment Advice: We help you make informed investment decisions, tailoring our approach to your risk tolerance, goals, and financial situation.
- Retirement Planning: We help you create a sustainable retirement plan, ensuring you have the financial security and peace of mind to enjoy your golden years.
- Estate Planning: We help you plan for the future, ensuring the smooth transition of your assets and minimizing tax liabilities.
- Wealth Management: We offer a wide range of investment options, ensuring your assets grow over time.
Why Choose Us?
At Germer & Co., we strive to build long-term relationships with our clients, providing personalized guidance and support every step of the way. Our team of experienced professionals is committed to helping you achieve your financial goals, whether that means creating a secure retirement, building a nest egg, or simply providing for your family's future.
Get Started Today
Contact us today to schedule a consultation and take the first step towards achieving your financial goals. Our expert team of CPAs and registered representatives is dedicated to providing exceptional service and guidance every step of the way.
Contact Information:
Email: jim.germer@ceterafs.com
Phone: 941-746-5600
Fax: 941-746-5611
Address: 3655 Cortez Road W, Suite 110, Bradenton, FL 34210
Overall Experience
The reviews for Jim, a Certified Public Accountant (CPA), are overwhelmingly positive. The majority of reviewers praise Jim's professionalism, expertise, and friendly demeanor. Many have been clients for years, and several have recommended him to family and friends.
Positive Experiences
Reviewers praise Jim's prompt and efficient service, his extensive knowledge of tax laws and financial planning, and his willingness to go above and beyond to ensure their satisfaction. Several clients have been with Jim for many years and appreciate his trustworthiness, honesty, and professionalism.
Mixed Experience
One reviewer, Nilsa Kail, had a mixed experience with Jim. While she found him to be professional and knowledgeable, she felt that her family's situation was not fully understood and appreciated. This led to a lower rating from Nilsa.
Negative Experience
Anthony Rossi had a very poor experience with Jim. He felt that Jim was unresponsive and unprofessional in his communication, leading to frustration and waste of his time.
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