Client Testimonials: Guerra Wealth Advisors

I had many questions regarding my portfolio to the point that I was concerned not knowing where my investments were. Miguel Castañeda sat with me and PATIENTLY, explained every account and answered all my questions. It took several meetings but he was always willing to invest his time to help me understand. Above all, I appreciate the transparency that the entire group provides to their clients.

Being employed here has really improved my state of mind. The service and value that this company gives their clients is unmatched and unbelievable. I’m grateful to be a part of a team that goes above and beyond for their clients!

Son un equipo muy profesional, atentos y conocen, al dedillo, los temas relacionados en lo que refiere a finanza. Siempre salgo satisfecho de cada cita. Son excelentes.

Encuentro el servicio de Guerra Financial excelente. Miguel Rodriguez y Miguel Castaneda me han sabido contestar mis preguntas. Los recomiendo.

Due to Guerra Financial’s advice, I was able to retire at 56 and be able to withdraw funds and purchase our dream home in Georgia.

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.

Miguel & Tyler were patient and thorough in answering our many questions .They explained the products & process and gave us different scenarios to evaluate and made recommendations. Their product knowledge was apparent and though we had a wide range of questions we did not feel rushed as they addressed each. Yes, I would recommend their services.

I joined Guerra Financial Group about 3 years ago. I left my stock broker for Guerra because they offered a complete comprehensive plan for retirement preparation. Income Stream, 0 tax bracket, estate planning, Long Term Care arrangements and so much more is involved to planning for retirement. I like that they have helped us set up a plan......we could not have done this our selves. This is too important not to have proper guidance and education👍👍

Guerra Financial me ayuda con mis inversiones de manera segura y exitosa. Suerte a todos lis cliente y empleados de Guerra Financisl

El servicio ha sido excelente. Mauro es una persona muy amable y lo explica todo muy bien. El staff es muy competente. Siempre que esos tenido alguna pregunta, han sido muy rápido. Nunca hemos perdido dinero a pesar que la bolsa a bajado. Siempre hemos ganado.

Desde hace más de 20 años he sido integrante de este magnífico grupo de asesores financieros. Muy profesionales,lo recomiendo 100%.Gracias.

The service and the attention has been fantastic with Guerra financial. I highly recommend anybody that wants to feel secure and well taken care of to invest with them.

The help Guerra Financial was phenomenal. I feel safe with this company and I feel they have the knowledge that will keep my money in a safe place. This is the best company that I've heard of and that I've ever dealt with.

I feel very fortunate to have met Guerra Financial. They have assisted me ain all my financial affairs. I highly recommend them.

I have had this financial planner for over 30 years and cannot say enough about the professionalism Mauro Guerra and both of his sons. .

It's more that just a financial company. I don't know what to say, I'm not a client but my grandma passed away recently and I know this group was managing her accounts or something like that, like for retirement accts. From what I know they have worked my grandma for 10+ years but I never went to chance to go to the office. Some of the group members went to her funeral which was really nice. A good review is the least I could do! Thanks

The personnel at Guerra Financial Group were so prompt, knowledgeable and professional. The experience that I received was excellent and I would recommend Guerra Financial Group to anyone. They always work for me and for my best interest instead of feeling like a number they make me feel like family.

Retirement planning is so important but felt complicated to me. Luckily I met this group and they helped answer all my questions regarding my FRS pension account and now i have chosen the best option that will also leave my family money. Love them.

I have been a client of Guerra financial for 20 years. They have helped me with my retirement goals. They have given me excellent service all these years. They are knowledgeable and professional people. I highly recommend them.

The establishment provides insightful education on a variety forms of investing and the staff conveys genuine concern and trustworthy advising.

Guerra Financial made my wife and I feel very comfortable, Jimmy gave us detailed options and took his time explaining each one in a way we understood. Looking forward to the future with the Guerra team…Thank you Jimmy! Jose Lopez.

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.

I am very happy with Guerra Financial. The staff is very professional and have fine tuned financial needs to my individual needs. They take the time to make sure I understand what is happening with my finances and that I understand the changes. They rearrange to accommodated the times that fit my schedules. Everyone is friendly n very helpful.

Sebastian and Team are extremely attentive and responsive. I've never felt so comfortable talking about my finances and financial future goals as I do with Guerra Financial. Sebastian has been able to educate us on different aspects of the financial world and what I appreciate most is that we do not feel pressured to make certain decisions or handle our money in ways we are not aligned to. Thank you Sebastian and The Guerra Financial Team!

In 2018 I had the privilege of joining Guerra Financial Group. During my time here I quickly realized how many of us think we can retire and live happily ever after with a single check from Social Security and perhaps a 401k. What most of us fail to realize is there are experts like the ones at Guerra Financial Group ready to hold your hand and educate you on strategies created by a team of professional who BREATH retirement planning. Being a part of Guerra Financial Group’s team has most definitely opened my eyes to the range of options available when it comes to retirement planning and changed my understanding on what it really takes to retire with financial stability.

THEY ARE GREAT! I sat with Sebastian Guerra last week and I think its been like 4 meetings or something. We decided to open some Annuities for income starting next year which is when I get to retire! He says no income = no retirement and its totally true... WOOOOHOOOOOO! This is awasomee

All the years I have been a client with this team have been great. Amazing customer service and attention to the client. They have a good and friendly staff. Clients get treated like family. I have no complaints. Thank you

Extremely professional. Local organization and you do not get lost in the shuffle as you do in the big nationwide organizations.

I have been with Guerra financial for more than two years. I am very pleased with the work they have done for me. The entire staff is like family. They all work together, very well informed, very polite and professional.

These people are very knowledgeable, I am glad that they are handling my money. I can sleep safely at night knowing that they are there for me.

I feel secure when talking to someone at Guerra Financial. They really have great customer service. I like talking to them and listen to their suggestions. I wish I had known then way back. Thank you Guerra Financial! What a great team!

Very professional while also being very informative and intrapersonal. Miguel and Nancy were very amiable and answered all our questions.

Me encanta trabajar con la Familia Guerra! En inglés... What I love about this group is that you can tell they are always learning and going to trainings so that they are prepared to help their clients! They invest in themselves all the time so that they can sit with their clients and give the best advice! That’s how I feel... thanks to the Guerra Family! #clientforlife Los Valores son importantes!

I am content with the high level of knowledge and professionalism in Guerra Financial Group especially with Diego Alejandro Lopez. Mr. Lopez was able to answer my questions concerning my account which left me content that I am in good hands. I recommend Guerra Financial Group.

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.

(Translated by Google) It has really been a very pleasant experience in terms of interpersonal and financial care, since our financial advisor or agent has a great knowledge of the market and finances, is very approachable to the concerns of his clients and has enough patience in clarifications. It really creates a very trustworthy environment by tonic of your aptitude. Highly recommended from us. (Original) Realmente ha sido una experiencia muy grata en la atención interpersonal y financiera pues nuestro consejero o agente Financiero tiene un gran conocimiento del mercado y las finanzas, es muy asequible a las inquietudes de sus clientes y suficiente paciencia en las aclaraciones. Realmente crea un ambiente muy confiable por la tónica de su aptitud. Muy recomendado de nuestra parte.

Our meeting with Sebastian was informative, as always. He answered all our questions and clearly explained the different strategies. Tyler was also very helpful in assisting us with setting up our on-line accounts.

They were very professional and had great hospitality. I really made the right choice in choosing them to help me with my financial future.

Guerra Financial is a very competent company. Our financial advisor has always been very helpful. My husband and I are very satisfied with their service.

Thank you Mauro and Sebastian for all you give to your clients. Investing has never been less complicated for my family and I. 5 stars