Geremia Financial Services, LLC

EST. AUM
$132,237,091

CONTACTS
7

CLIENT ACCOUNTS
132

Firm Details

Metro area North Jersey
CRD Number 156504
Website geremiafinancial.com
Client types

Overview

Geremia Financial Services, LLC (GFS) is a fee-only, independent Registered Investment Adviser (RIA) firm. The firm specialises in providing comprehensive wealth management services to individuals, families, and institutions. GFS focuses on delivering personalized financial strategies that encompass investment management, retirement planning, estate planning, tax optimization, and risk management. The firm's investment philosophy, developed in 2001, emphasizes risk-adjusted portfolio management and aims to achieve long-term financial growth while mitigating risks. GFS offers a range of investment strategies using its proprietary investment philosophy, constructing diversified portfolios that include stocks, bonds, options, exchange-traded funds, and short-term cash equivalents, with exposure to various investment styles, market capitalisations, and geographic regions.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Geremia Financial Services, LLC

Platform Details

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