CPA Firms

C. Geraci & Company specializes in helping clients manage risk through money management, investment and savings. The firm focuses on tax, estate, retirement and comprehensive wealth management services to assist clients in achieving their goals.

Their Services:

• Tax, retirement, estate and investment planning on a comprehensive or need-specific basis
• Portfolio reviews and investment analysis
• Insurance reviews and analysis
• Stock option analysis and strategy planning
• Investment Advisory Services
• Brokerage Services
• Tax planning strategies
• Retirement plans
• Succession planning and transfer strategies