Guerra Financial Group 6401 Southwest 87th Avenue, Miami, FL 33173
About the Business
Guerra Financial Group, located at 6401 Southwest 87th Avenue in Miami, Florida, is a proud independent fiduciary advisor specializing in managing wealth for families. Established in 1986, Guerra Wealth Advisors currently manages over $600 million for thousands of clients, helping them transform the way they retire. Their mission is to make work an option, not an obligation, for their clients by ensuring they are perfectly prepared for retirement and that their financial strategy aligns with their goals, needs, and values.
Their 5-step process is designed to help families retire with confidence and security. The institution offers a variety of investment and insurance products to custom suit their clients' needs and objectives. Securities are offered through Guerra Advisory Services, a Registered Investment Adviser firm.
In their book "The Retirement Ready Story," the founders, Sebastian and Fabian, share the teachings, values, and work ethic instilled in them by their father, Mauro. Inspired by their father's guidance, they strive to serve the families in their community as trusted partners and defenders of their financial futures. Whether you are well-versed in finances or just starting out, Guerra Financial Group offers actionable takeaways in their new financial tip series to help individuals create successful retirement strategies.
Photos
Location & Phone number
6401 SW 87th Ave #119, Miami, FL 33173, United States
Hours open
Monday:
09:00 - 17:30
Tuesday:
09:00 - 17:30
Wednesday:
00:00 - 17:30
Thursday:
09:00 - 17:30
Friday:
09:00 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"My first meeting eurvtnvwith Erick as Wealth Strategist was impressive. His professionalism and care for your portfolio is first-class. Nancy, quality-control, is a very intelligent and detail-oriented employee, whose passion for the company is contagious. I would recommend Guerra Financial without reservation"
"My experience with Sebastian and his team has been wonderful. His team has me on course for wealth planning, tax strategies, and long & short term planning. They put no pressure on you…. however…. they provide an abundance of information to enable you to make sound decisions. Both my fiancée and daughter now utilize their resources. His staff have been nothing but cordial and sincere. My advice to readers of this review is to watch his YouTube videos and set up an appointment to educate yourself about the possibilities available to you through his team. I have referred many of my colleagues to him so that they can begin to plan for their future now. Thank you Sebastian to you and your team of professionals!!"
"I have found the Guerra team very high energy, knowledgeable and pro-active over the past year since I became a client. In particular, I have been able to travel to Europe, South America and the Western U.S. without worrying about living comfortably in retirement. I would highly recommend Guerra Financial."
"I had the pleasure of working with a Guerra financial advisor, and the experience was outstanding. They took the time to understand my goals and provided clear, actionable advice. Their transparency and commitment to my financial well-being truly set them apart. I highly recommend their services to anyone seeking top-notch financial guidance."
"I love working with Guerra Financial Group. We've had them as our financial advisers for approximately 6 years and they've always been very straightforward and proactive when it comes to our financial needs. When we moved away from Miami almost about 3 years ago, we decided to remain with them because they are worth keeping. We have done several online meetings throughout the year, just to keep us informed. Also, the few times that we needed to make changes due to my retirement and other life changing circumstances, they were right there for us, giving us sensible advice and facilitating the financial changes to meet our specific needs."
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