user avatar
Fernando Poveda
Google

I was searching for an advisor in Miami and went to one of their Seminars and felt like these are the right fit for me. I started working with them and so far my experience has been positive. They designed a plan for me that lets me take income from my accounts but that income grows every year moving forward. They don't promise crazy interest returns that other people say. It's a family business and they have really kept my family to feel like we have financial peace.

3 years ago

user avatar
Natalie Trevez
Google

Guerra financial has been revealing experienceSebastian is an amazing advisor, he knows what he is talking about! Seminars have been very helpful. Amazing attention from Guerra Financial

a year ago

user avatar
liz PLP Ranch
Google

I highly recommend that everyone get a financial advisor I was lucky enough to be able to move a large portion of my 401(k) to a Fidelity account managed by Guerra Financial group,, and I’m happy to say that that account gained over 24% in one year. That alone is reason to go see guerra but the fact is it’s like talking to family and they have great events in appreciation of their clients where you meet more interesting people i’ve actually learned a lot. I only wish I had done this sooner. It’s wonderful to have a financial advisor that when you call or you go there you have someone willing to talk to you and help you through anything that you don’t understand.

10 months ago

user avatar
Annie Snow
Google

I was introduced to Guerra Financial Group a little over two years ago. At that time, I had a very modest amount of money sitting in a low interest-earning account. I decided to invest it with Guerra, and I have never regretted that decision. Also, they continue to offer seminars with information on the latest financial opportunities available to there clients. Celeste Aguirre

a month ago

user avatar
Miguel Gomez
Google

Family atmosphere. Very professional and reachable both advisors and staff. Up to this point, good financial advise. They offer excellent seminars and educational events in-person as well as a series of video instructional recorded materials. Looking and hoping for greater future gains with their help and collaboration from the market.

a month ago

user avatar
Beatriz Florat
Google

Our friends referred us to Guerra Financial and we are extremely grateful. Making a decision about your financial future as you are getting ready to retire, is not an easy one. Jimmy, has given us the black and white, bottom line numbers of our finances. He has given us advise as to what he feels may work best for us, but never have my husband and I felt pressure or made to feel the "urgency" that if we don't do what Jimmy says, we are doomed. Honestly, he would have lost us on our first meeting if we ever felt that way. I recommend the educational events they sponsor so you can learn from others facing similar decisions, but Guerra (Jimmy) shine best on one and one meetings where your personal needs are discussed. Going with Guerra Financial, with Jimmy's guidance and the rest of the staff's knowledge and eagerness to help, has been one of the best financial decisions we have made and this is coming from someone that would much rather be shopping than worrying about her financial future, but unfortunately it's our realty.

3 weeks ago

user avatar
Fernando Poveda
Google

I was searching for an advisor in Miami and went to one of their Seminars and felt like these are the right fit for me. I started working with them and so far my experience has been positive. They designed a plan for me that lets me take income from my accounts but that income grows every year moving forward. They don't promise crazy interest returns that other people say. It's a family business and they have really kept my family to feel like we have financial peace.

3 years ago

user avatar
Natalie Trevez
Google

Guerra financial has been revealing experienceSebastian is an amazing advisor, he knows what he is talking about! Seminars have been very helpful. Amazing attention from Guerra Financial

a year ago

user avatar
liz PLP Ranch
Google

I highly recommend that everyone get a financial advisor I was lucky enough to be able to move a large portion of my 401(k) to a Fidelity account managed by Guerra Financial group,, and I’m happy to say that that account gained over 24% in one year. That alone is reason to go see guerra but the fact is it’s like talking to family and they have great events in appreciation of their clients where you meet more interesting people i’ve actually learned a lot. I only wish I had done this sooner. It’s wonderful to have a financial advisor that when you call or you go there you have someone willing to talk to you and help you through anything that you don’t understand.

10 months ago

user avatar
Annie Snow
Google

I was introduced to Guerra Financial Group a little over two years ago. At that time, I had a very modest amount of money sitting in a low interest-earning account. I decided to invest it with Guerra, and I have never regretted that decision. Also, they continue to offer seminars with information on the latest financial opportunities available to there clients. Celeste Aguirre

a month ago

user avatar
Miguel Gomez
Google

Family atmosphere. Very professional and reachable both advisors and staff. Up to this point, good financial advise. They offer excellent seminars and educational events in-person as well as a series of video instructional recorded materials. Looking and hoping for greater future gains with their help and collaboration from the market.

a month ago

user avatar
Beatriz Florat
Google

Our friends referred us to Guerra Financial and we are extremely grateful. Making a decision about your financial future as you are getting ready to retire, is not an easy one. Jimmy, has given us the black and white, bottom line numbers of our finances. He has given us advise as to what he feels may work best for us, but never have my husband and I felt pressure or made to feel the "urgency" that if we don't do what Jimmy says, we are doomed. Honestly, he would have lost us on our first meeting if we ever felt that way. I recommend the educational events they sponsor so you can learn from others facing similar decisions, but Guerra (Jimmy) shine best on one and one meetings where your personal needs are discussed. Going with Guerra Financial, with Jimmy's guidance and the rest of the staff's knowledge and eagerness to help, has been one of the best financial decisions we have made and this is coming from someone that would much rather be shopping than worrying about her financial future, but unfortunately it's our realty.

3 weeks ago