Broker Check

Wealth Management and Tax Services

Cetera Financial Specialists

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. Just like the big Wall Street Brokerage firms, Cetera Financial Specialists undergoes regulatory audits and scrupulously maintains net-capital for Investor obligations.

Yes, Jim Germer can still help you with your taxes, but, thanks to TurboTax, he can help you with your 401K rollover and other investments, too. Cetera's tools, technology, and support are on par with the largest brokerage firms in the United States.

Contact Jim Germer at [email protected] or call 941.746.5600 for a free initial, no obligation, consultation. Start pursuing your financial goals:

Investments

  • Money Management
  • Portfolio Advisory Services
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • 401K and 403B Rollovers
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Mutual Funds
  • Stocks and Bonds
  • Variable Annuities

Financial Advising

  • Retirement Planning
  • Tax Plans
  • 401k Planning
  • 401b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Tax Planning & Preparation

  • Estate & Trust Tax Preparation
  • IRS Representation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns
  • Electronic-Filing of Tax Returns

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance