Client Testimonials: Guerra Wealth Advisors

Hi, I have been a client with Guerra financial for the past 2 years. They are very honest , and professional. I strongly recommended their services. Thanks.

The meeting with Mr. M. Castaneda went EXELENT. He took the time to explain in detqils all our questions. I congratulate you for having such wonderful person!

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

Geate, excepcional, Profetional, personal attention, frendly, etc.Best place to have a financial advisor. Outanding group of people serving people.

I don’t have to say much because the only that describes this office is:EXCELLENTSo therefore there is nothing else to say and I will give Nancy 5 stars plus like everybody else in the office.

At Guerra, money manage is not just about the facts, it’s about trust, about family, and about looking forward. They want you to succeed so you can leave a legacy for future generations.

Working for Guerra Financial has been a great experience. I have grown tremendously as an employee, but more importantly as a person. Every day there is something new to learn and our team is dedicated to help our clients in the most efficient and caring way possible. We definitely take pride in our work!

I always feel confident and confortable in the office and is very remarkable the professionalism and kindness of the employees.

Quality and services are the best with a lot of improvements in attention and teaching, I highly recomending this company cause it has to make us feel as a family

It's been a few weeks since I've met with this team and I can honestly say the reviews below do not make sense. I met wit with the father, Mauro, and went through 4 visits with them to organize my accounts because I was all over the place with my money. If you are looking to prepare for retirement or leaving money to your family the right way then work with them. I have understood that they do not work with people who want 20% returns because they are mainly conservative in the way they worked with me. I definitely recommend if you live in Miami.

We have been with the Mauro for at least 15 years and we are very happy. We are very pleased with them . They are very professional and we are doing very well with them.

They are very knowledgeable, and take the time to explain all the details in my account and answer any and all questions I have

NancyVery professional great customer service to have her taking care of the customers that you have great service thank you very much

They are very professional, knowledgeable and ethical. Knowing that I am working with such an honest group, has given me peace of mind.

Excellent professional staff. Carlos Garcia is outstanding. Patiently goes over your account and listens. Nancy is great. Very pleased.

Very professional, very knowledgeable about financial products and excellent customer service. My whole family has an account with Guerra Financial services.

Guerra financial it’s a fine group of professional courteous and very attentive to their customers need personal thank you to Sebastian Diego Saul Yenel a very warm thank you to my old friend Nancy Maldonado

Great personal service with knowledgeable staff. I highly recommend Guerra Financial Group, they have put my wife and I in the right track towards retirement.

Very professional personnel. You are treated with courtesy and respect. I highly recommend to do business with Guerra Financial Group.

I had being looking for a financial advisor for sometime. I was listening to a program on a local radio station and I decided to schedule an appointment with Guerra Financial Group. My experience with them had been very positive. I have received good support and assistance related to my financial status. They are very professional and knowledgeable of all financial Investments. The staff is always ready to help you and guide you whatever situation you need advice on. I will recommend them for all your financial investments you might have to get a more understanding of your future financial freedom.

Best financial advisors, outperforming a lot of indexes. Miguel is a great advisor. Customer Service is great throughout the company. Make you feel valued as a client

Very professional and knowledgeable. I like the personal attention and the way they handle my account. I will recommend my friends to go and get finically ready for the future.

Guerra Financial is a fantastic team of warm professionals who have their clients interest at heart. I joined them shortly before retiring from the teaching world - and am nothing short of thrilled to be part of their client base.

I started with them last year and I am very happy with the way they planned my financial goals for retirement.They are very professional and knowledgeable.

I am extremely happy with their knowledge and financial guidance. Their expertise in tax/finance and other areas have been great help for my retirement. Thank you Guerra Financial!

Great professionals. Focus on your personal needs and the best option from the market for you. They make you feel as a family member with full confidence and always take good care of you

THE GUERRA GROUP are all very professional knowledgeable proactive and friendly! I would not hesitate to recommend them to anyone that needs their services.

We have been very satisfied with Guerra Financial Group. The advisor team has always provided us with knowledgeable, professional advice. We appreciate the transparency and great customer service. Thanks!!

Everyone at Guerra Financial is extremely knowledgeable, courteous, and responsive. They keep an open channel of communication ensuring that accounts are actively being reviewed. They treat their clients as part of the family.

They are a great group to work with. Every person on the team that I have dealt with have been pleasurable, competent and informative.

Guerra Financial was clear on objectives and a road map for what I was looking for when I reached out to them.I recommend GF for wealth management.

My experience at guerra is the best I’ve been with them for four years, they always help me like a friend. Very ethical and friendly. I recommend them 100%.

Very professional staff. They always interested in your best interest. I'm definitely making money with there help and guidance.

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.

I have been a client since 2019. Guerra financial have been great. Knowledge, experience and customer service are always there.

The staff at Guerra is always very pleasant and very professional always answer all of our questions and are very patient with us. We are very fortunate to be associated with them.

Outstanding service. Will recommend them to anyone who is nearing retirement and need good financial advice for the future.

I trusted Guerra Financial to handle my accounts and I really appreciate this decision. The service is excellent. 5 stars

We are so happy being here with Mauro Guerra am family they are really profesional, trusted and have a human quality always. We are in the best hand, I really all to come here.

Mauro Guerra best financial advisor team in town. Great visit.Everything was explained with knowledge.. Thanks for your help. I would like to add a short comment giving T. Morales thanks for his knowledge and well explanation to my questions.Good professional and friendly person.

It has been a pleasure receiving all the help, knowledge and friendship from all at Guerra Financial. We recommend them highly and hope to continue to receive their super special treatement. Thanks to Mauro and his team.

Out of all of the financial company I have been involved with they are the best. They are always there and willing to help.

Jimmy Cardentey, my financial advisor at Guerra Financial, is a wonderful advisor who always goes out of his way to be professional, informative and kind.

I have had good experience with Guerra Financial. They have been helpful and have explained our options thoroughly. Whenever I have a question, they answer it promptly.

Awesome experience dealing with Guerra Financial Group, particularly Mauro. He was assertive and confident and was available to answer any and all my questions.