C. Geraci & Company specializes in helping clients manage risk through money management, investment and savings. The firm focuses on tax, estate, retirement and comprehensive wealth management services to assist clients in achieving their goals.
Charles Geraci is a CPA and Registered Investment Advisor for C. Geraci & Company and an Investment Advisor Representative on behalf of SagePoint Financial. 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 SagePoint Financial, a FINRA Registered Broker-Dealer. While SagePoint Financial 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, Louisiana, Mississippi, New York, Oklahoma, South Carolina, Texas and Washington.