Jim Germer CPA, PA is a full-service accounting firm preparing tax returns and providing tax advice in Bradenton, FL. We are conveniently located in downtown Bradenton, Florida -- minutes from Sarasota, Palmetto and Lakewood Ranch. Jim Germer excels at advising clients through the complex maze of ever-changing tax laws. In addition to preparing taxes, Jim Germer, a certified public accountant, is also a financial advisor with years of training and experience.
Germer is a registered representative with Cetera Financial Specialists, LLC a full service brokerage firm. Cetera is one of our nation's fastest growing and most respected brokerage firms. Individuals, professionals, and business owners rely on Jim Germer to prepare tax returns, invest wisely and build a financial future. Germer is proficient managing client portfolios, with proven investment strategies and techniques, in both good and bad markets.
Make this a turning point in your life. Make it your goal to build financial independence, and maintain the lifestyle you want, for as long as you live, with a little luck and our financial guidance.
Germer is a registered representative with Cetera Financial Specialists, LLC a full service brokerage firm. Cetera is one of our nation's fastest growing and most respected brokerage firms. Individuals, professionals, and business owners rely on Jim Germer to prepare tax returns, invest wisely and build a financial future. Germer is proficient managing client portfolios, with proven investment strategies and techniques, in both good and bad markets.
Make this a turning point in your life. Make it your goal to build financial independence, and maintain the lifestyle you want, for as long as you live, with a little luck and our financial guidance.
Services
For years, as CPAs, we could see who makes money and who loses money in the stock market because, after all, we prepare all the tax returns.
A thorough understanding of taxes, we believe, gives us an edge over other financial advisors.
Taxes and investments are very interrelated.
As financial advisors, we help clients choose investments based on whether they're conservative, moderate or aggressive.
We also help our clients to understand the Rule of 72 when considering the positives or negatives of an investment.
A thorough understanding of taxes, we believe, gives us an edge over other financial advisors.
Taxes and investments are very interrelated.
As financial advisors, we help clients choose investments based on whether they're conservative, moderate or aggressive.
We also help our clients to understand the Rule of 72 when considering the positives or negatives of an investment.
Make no mistake about it: Jim Germer is more than just a CPA.
He's a fully-registered, Series 7 and 65, and experienced financial advisor with Cetera Financial Specialists LLC.
Jim Germer saw the handwriting on the wall.
Now Jim Germer works primarily as a financial advisor with Cetera Financial Specialists, LLC.
Germer wisely adapted and expanded into financial services, more than 20 years ago, when he started losing tax clients to TurboTax.
Cetera Financial Specialists LLC is part of the Cetera Financial Group, one of the nation's largest independent broker-dealer and investment adviser families.
He's a fully-registered, Series 7 and 65, and experienced financial advisor with Cetera Financial Specialists LLC.
Jim Germer saw the handwriting on the wall.
Now Jim Germer works primarily as a financial advisor with Cetera Financial Specialists, LLC.
Germer wisely adapted and expanded into financial services, more than 20 years ago, when he started losing tax clients to TurboTax.
Cetera Financial Specialists LLC is part of the Cetera Financial Group, one of the nation's largest independent broker-dealer and investment adviser families.
Jim Germer writes a popular tax and investor column for The Bradenton Herald.
Jim has also written on business and tax issues for McGraw-Hill and the Management Review.
Here are some columns he wrote for the Bradenton Herald.
If you like these columns, consider calling Jim Germer at (941) 746-5600 for a free initial consultation.
How do you feel about making mistakes with your own money?
People are seeking more guidance from financial professionals as they approach retirement.
Retirees and people now living on fixed incomes are watching anxiously, and in horror, as their saving dwindle because of low CD interest rates.
Jim has also written on business and tax issues for McGraw-Hill and the Management Review.
Here are some columns he wrote for the Bradenton Herald.
If you like these columns, consider calling Jim Germer at (941) 746-5600 for a free initial consultation.
How do you feel about making mistakes with your own money?
People are seeking more guidance from financial professionals as they approach retirement.
Retirees and people now living on fixed incomes are watching anxiously, and in horror, as their saving dwindle because of low CD interest rates.
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Where will your retirement money come from?
If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
There's an alarming difference between perception and reality for current and future retirees.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
There's an alarming difference between perception and reality for current and future retirees.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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