Our Firm
C. Geraci & Company is an independent firm that specializes in tax, retirement, investment and estate planning strategies. The firm is not owned or financially supported by any bank, brokerage firm, insurance company, or other financial institution.
Charles Geraci is a CPA and Registered Investment Advisor for C. Geraci & Company and an Investment Advisor Representative on behalf of VSR Financial Securities, Inc. Mr. Geraci established the firm in 1988 to provide personalized service that puts the client's interests first. Our clients include business owners, senior executives, successful professionals, and affluent individuals and families. We strive to solve financial challenges facing our clients and ensure their personal desires are reflected in the plan. Working closely with clients, we structure their personal and business finances with the aim of minimizing tax exposure, securing retirement income, managing risk effectively, and maximizing wealth transfers to future generations.
Charles Geraci is a Registered Representative with VSR Financial Services, Inc., a FINRA Registered Broker-Dealer. While VSR Financial Services, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, Charles Geraci is currently registered to sell securities products in Florida, Indiana, Louisiana, Oklahoma, Texas.
Securities
& Advisory Services Offered through VSR Financial Services, Inc., A
Registered Investment Advisor and Member FINRA/SIPC.
C. Geraci & Co. is Independent of VSR.