Jim Germer Financial Corporation is a comprehensive financial services and CPA firm providing wealth management services in Bradenton, FL. We are conveniently located in downtown Bradenton, Florida -- minutes from Sarasota, Palmetto and Lakewood Ranch.
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.
For more than 20 years, Jim Germer has been guiding clients to accomplish and pursue financial goals and dreams. 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.
As a financial advisor, Germer works hard at protecting and improving his clients’ long-term financial future Germer, a certified public accountant, also prepares tax returns and provides advice on IRS matters. Jim Germer excels at advising clients through the complex maze of ever-changing tax laws.
I enjoying helping clients with there financial, tax, and investing needs.
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I usually like seeing a new client in person the first year. Due to Covid-19, I see clients on Facetime and Zoom, too. I can also receive information by email, fax, and dropping off records through my in-office document box 24 hours.
I am a certified public accountant with more than 30 years of experience. I graduated from Florida State University with a degree in accounting.