Our Firm
C. Geraci & Company is an independent firm that specializes in tax, retirement, investment and estate planning strategies. The firm is not owned or financially supported by any bank, brokerage firm, insurance company, or other financial institution.
Charles Geraci, a CPA and Registered Investment Advisor, 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 solve financial challenges facing our clients and ensure their personal desires are reflected in the solution. 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.