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Bradenton CPA and Financial Advisor

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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. What’s more, Jim Germer has a sincere interest in people – clients always know he’s ready to help.

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. Email [email protected] or call us at 941-746-5600 for a free initial, no obligation consultation. We look forward to hearing from you.


Tax Services

Put a CPA on your team. In addition to being financial advisors, we prepare tax returns and provide advice on IRS maters. We’ll help manage your affairs so tax season doesn’t seem daunting.

Retirement Planning

Move old 401k accounts into Rollover IRAs with our guidance. We offer retirement accounts, like traditional and Roth IRAs, that will meet your retirement needs.

College Planning

Build a great future for your loved ones. Prepare for one of life’s biggest investments with our 529 and other college saving plans.

Wealth Management

.Potentially grow assets with professionally managed accounts. We offer diversified portfolios, a mix of stocks, bonds and other investments, and separately managed accounts for those needing equity and bond components.

TAX PREPARATION AND INVESTING

Make smart investment decisions with our financial tools, insight, and guidance. We offer a wide range of investment options like mutual funds, ETFS, stocks, bonds, CDs and professionally managed accounts.

 

Individuals & Families

Whether you’re a party of one or six, Jim Germer customizes your investment strategies to fit your current needs and future goals.

 

Business Owners

We believe small businesses are the backbone of America. Jim Germer will help your business thrive.