Our Services
Not all financial service companies are created equal. You need trusted advisors to help sort through complex financial decisions.
- Planning 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
- Wealth Management Services
- Investment Advisory Services
- Fee-based accounts
- Separately managed accounts (SMAs)
- Brokerage Services
- Traditional investment products
- Specialty assets including Real Estate Investment Trusts (REITs), Oil & Gas partnerships, and Section 1031 property exchange
- Investment Advisory Services
- Business Services
- Tax planning strategies
- Retirement plans
- Succession planning and transfer strategies
Securities
& Advisory Services Offered through VSR Financial Services, Inc., A
Registered Investment Advisor and Member FINRA/SIPC.
C. Geraci & Co. is Independent of VSR.