Client Testimonials: Guerra Wealth Advisors

Miguel Castaneda is very professional, knowledgeable and attentive. He always goes above and beyond our expectations clarifying our questions and proposing the best options.
Miguel Castaneda is very professional, knowledgeable and attentive. He always goes above and beyond our expectations clarifying our questions and proposing the best options.
Night Dance
Wonderful environment. They make you feel like family and always with your best interest in mind. Honest, Relaxing and a lot of fun activities crafted for their customers.
Wonderful environment. They make you feel like family and always with your best interest in mind. Honest, Relaxing and a lot of fun activities crafted for their customers.
Alicia Cuadros
Guerra Financial is a great place not only to get advise about investments but to have the opportunity to know real professionals in finance and knowledgeable people in different areas. Is a good place to recommend to others.
Guerra Financial is a great place not only to get advise about investments but to have the opportunity to know real professionals in finance and knowledgeable people in different areas. Is a good place to recommend to others.
Waldo Acebo
The Guerra team is extraordinary, customer service is excellent, attentive to all your questions and very honest unsweetened answers down to the facts of what they can do and what they cannot promise. Kudos to this fabulous financial adviser company.
The Guerra team is extraordinary, customer service is excellent, attentive to all your questions and very honest unsweetened answers down to the facts of what they can do and what they cannot promise. Kudos to this fabulous financial adviser company.
Madeleine Rumayor
Guerra financial have been our finacial adviser for the last four years. They are very professionals in giving financial advise and their recommendations are in the client best interest. We have seen our money grow. And now that the.market is down they call us to meet with us to make recommendations in readjusing the investment portfolio to minimize losses
Guerra financial have been our finacial adviser for the last four years. They are very professionals in giving financial advise and their recommendations are in the client best interest. We have seen our money grow. And now that the.market is down they call us to meet with us to make recommendations in readjusing the investment portfolio to minimize losses
Gonzalo San
Guerra Financial Group has been the best resources for our financial opportunities, Mr Guerra and staff are the most professional and friendly people someone could know. Thank you for all your advice and financial assistance. Would recommend you to everyone.
Guerra Financial Group has been the best resources for our financial opportunities, Mr Guerra and staff are the most professional and friendly people someone could know. Thank you for all your advice and financial assistance. Would recommend you to everyone.
mercy consuegra
Guerra Financial Group is a very professional team !! They provide a great service, efficient communication and a really easy way to get the right deal. While talking to Jimmy he was very helpful and answered all my questions concerning my personal interests.Thanks !!
Guerra Financial Group is a very professional team !! They provide a great service, efficient communication and a really easy way to get the right deal. While talking to Jimmy he was very helpful and answered all my questions concerning my personal interests.Thanks !!
Sandra Gutierrez
My experience has been great! For a long time I did my own finances but it’s wonderful to have help. Miguel and I have made a great team. He has answered all my concerns. I am looking forward to the social events.
My experience has been great! For a long time I did my own finances but it’s wonderful to have help. Miguel and I have made a great team. He has answered all my concerns. I am looking forward to the social events.
Isabel Varona
The staff members are very professional and helpful in particular you are helping with my retirement pensions and accounts. I would want to mention Nancy Maldonado is spectacular customer service representative for your corporation and demonstrate great skill in this field. I appreciate a lot your assistance in general.
The staff members are very professional and helpful in particular you are helping with my retirement pensions and accounts. I would want to mention Nancy Maldonado is spectacular customer service representative for your corporation and demonstrate great skill in this field. I appreciate a lot your assistance in general.
renee orlando
My financial advisor Jimmy is fabulous. He's patient, only looking out for your financial well being. Always available for any questions, issues or problems you may have. The entire staff is so helpful, kind, and professional. I recommend using Guerra Financial Group. If you are already with different company you need to end that relationship and head over to Guerra. You won't regret it
My financial advisor Jimmy is fabulous. He's patient, only looking out for your financial well being. Always available for any questions, issues or problems you may have. The entire staff is so helpful, kind, and professional. I recommend using Guerra Financial Group. If you are already with different company you need to end that relationship and head over to Guerra. You won't regret it
Kenia Pena
Friendly. Feels like family. They give great personal service. They are constantly reaching out to review your accounts and give updates based on new policies and the state of the economy. I highly recommend Guerra Financial. Jimmy, Miguel, and Sebastian are awesome. Nancy is the sweetest.
Friendly. Feels like family. They give great personal service. They are constantly reaching out to review your accounts and give updates based on new policies and the state of the economy. I highly recommend Guerra Financial. Jimmy, Miguel, and Sebastian are awesome. Nancy is the sweetest.
LIno Novo
Guerra financial group are very knowledgeable, professional and talented team . They have proven over and over that their priority is the well being of their clients. Over the years they have put in place strategic tools to grow our money and get us ready for retirement. The best part they explain it thoroughly as many times as you need til you fully understand where you will be putting your money and why. Not many companies like this can gather together over 500 of their clients in one place and all have nothing but good things to say about them. Thank You Guerra Team …
Guerra financial group are very knowledgeable, professional and talented team . They have proven over and over that their priority is the well being of their clients. Over the years they have put in place strategic tools to grow our money and get us ready for retirement. The best part they explain it thoroughly as many times as you need til you fully understand where you will be putting your money and why. Not many companies like this can gather together over 500 of their clients in one place and all have nothing but good things to say about them. Thank You Guerra Team …
Elizabeth Cabello-Aguirre
So far, my experience with this firm has been excellent. I consider that my advisor, Sebastian Guerra, is very knowledgeable and has helped guide me through the right portfolio mix for my investments. He also takes in to great consideration my opinions and concerns to help allocate my portfolio accordingly. In addition, the entire staff couldn't be more pleasant to work with. Excellent customer service. I highly recommend Guerra Financial without reservation. If you're looking for professional guidance with your finances, you should not hesitate in calling them.
So far, my experience with this firm has been excellent. I consider that my advisor, Sebastian Guerra, is very knowledgeable and has helped guide me through the right portfolio mix for my investments. He also takes in to great consideration my opinions and concerns to help allocate my portfolio accordingly. In addition, the entire staff couldn't be more pleasant to work with. Excellent customer service. I highly recommend Guerra Financial without reservation. If you're looking for professional guidance with your finances, you should not hesitate in calling them.