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Guerra Financial Group Reviews

Rated 5 based on 609 Reviews

6401 SW 87th Ave #119, Miami, FL 33173, United States

Financial Services | Miami, FL

Published on
March 29, 2024
Last updated
March 29, 2024

Reviews Summary

The Guerra Financial Group has garnered highly positive feedback from their clients, cultivating a reputation for delivering comprehensive wealth planning, tax strategies, and both long- and short-term financial planning. Customers consistently highlight the team's professionalism, in-depth knowledge, and proactive approach. Through both in-person and online interactions, Guerra Financial Group appears to maintain a customer-centered ethos, ensuring clients feel well-informed and comfortable with their financial decisions. The firm's ability to retain clients over long periods—spanning years and even decades—demonstrates a strong and ongoing trust in their services. Notably, the fiduciary relationship that they uphold with clients is repeatedly commended, suggesting a foundation of security and ethical handling of clients' financial interests.
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What Customers Are Saying About Guerra Financial Group?

Trustguide uses AI to extract key phrases from reviews about Guerra Financial Group and sort them by sentiment. This gives you a quick view of what customers consistently praise or raise concerns about—without needing to read every review.

Satisfaction Score

Based on the set of reviews used to generate this report, it appears that of Guerra Financial Group's customers had a positive experience.

Positive
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Guerra Financial Group Ratings

5

As of Based on 609 revies as of Mar 29, 2024

Guerra Financial Group Score

As of Based on 609 revies as of Mar 29, 2024

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Customer Reviews

As of Mar 29, 2024, 609 customers have reviewed this business and rated it 5 Star out of 5. Trustguide conducted an in-depth analysis of Guerra Financial Group's publicly available reviews View source

Daniel Hannah rated Guerra Financial Group 5 stars
3 months ago
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!!
Liza Tuckler rated Guerra Financial Group 5 stars
3 months ago
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
Omar Rodriguez-Hazan rated Guerra Financial Group 5 stars
3 months ago
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.

Frequently Asked Questions About Guerra Financial Group

Does Guerra Financial Group provide services for long-term financial planning?

Yes, Guerra Financial Group offers comprehensive wealth planning services that include both long-term and short-term financial planning according to client reviews.

Can I continue to work with Guerra Financial Group if I move away from the area?

Yes, clients have reported continuing their relationship with Guerra Financial Group through online meetings, indicating the firm's capability to manage accounts remotely.

Does the staff at Guerra Financial Group have adequate expertise to manage complex financial portfolios?

Client testimonials specifically applaud the staff's knowledge and professionalism, with particular emphasis on their depth of knowledge and proactive management, suggesting confidence in their ability to handle complex financial scenarios.

About Guerra Financial Group

Financial Services
Our mission as Fiduciary Advisors is to create customized financial strategies that transform the way families retire. We will help you and your family define and address financial goals with the ultimate goal of making work an option, not an obligation. Our qualified team of wealth management experts with combined 200+ years of experience is motivated to make a difference in families' lives by helping them achieve financial freedom and live their dream retirements.
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How is this report generated

Trustguide uses AI to generate concise, neutral summaries of business reviews. By analyzing publicly available feedback from reputable platforms, it highlights common experiences, praises, and concerns. This allows users to quickly understand a business’s reputation without reading every individual review.4o
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