America's Insider, 425 Town Plaza Ave, Ponte Vedra, FL 32081, US

Gerrity & Co Private Wealth Management is an independently owned boutique firm located in Jacksonville, FL, offering tailored and objective guidance in investment management services. With a diverse client base that includes high-net-worth individuals and individual trusts, Gerrity & Co takes pride in building long-term relationships with clients, providing ongoing financial advice and helping them make sound financial decisions. The firm's team of professionals possess financial credentials such as Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU), ensuring clients receive expert advice and personalized service. Gerrity & Co distinguishes itself from larger financial organizations by offering proactive strategies to address the various financial challenges clients may face throughout their lives. Committed to the financial planning process, professional ethics, and continuing education, Gerrity & Co aims to become the go-to firm for all of clients' financial needs, working closely with other professional advisors or referring clients to their professional affiliates to implement comprehensive financial plans.Generated from the website

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