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Guerra Financial Group
Guerra Financial Group

Guerra Financial Group Reviews Summary

Financial Services | Miami, FL

What do customers say about Guerra Financial Group?

As of Mar 29, 2024, 609 customers have reviewed this business and rated it 5 Star out of 5. The following report provides an in-depth analysis of customer reviews collected.

Source: This report was produced by TrustGuide based on a randomly selected sample of 10 publicly available reviews, sorted by relevance. See source

Created by
Trustguide AI
Published on
March 29, 2024
Last updated
March 29, 2024

Overall Reputation

Based on the selected reviews, Trustguide has assessed this business as follows:
TrustScore®
A+
A
B
C
D
F
Verified by
Trustguide®
Overall Rating
5
/5
609
reviews
Excellent
Good
Average
Fair
Poor
Customer Satisfaction Rate
Positive
Neutral
Negative
Trustguide uses AI for unbiased and objective review summaries. We strive for accuracy but aren't responsible for source material or decision outcomes.

Guerra Financial Group's customer reviews analysis

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.

Positive Feedback

Clients of Guerra Financial Group have expressed appreciation for the team's dedication to providing sound financial advice without exerting pressure, instead, offering ample information to support informed decisions. The staff, described as both cordial and sincere, contribute to the company's favorable standing. Clients also praise the firm's adaptability and efficiency in managing changes to financial circumstances, further underlining their proactive nature. The high level of personalized service is perceived as a key attribute, as clients feel like part of a 'family.' The firm's commitment to transparency and keeping clients abreast of their financial matters via regular updates further accentuates positive customer experiences, making the group a highly recommended entity for financial services.

Concerns and Threads

Despite a thorough analysis of the presented reviews, there seems to be an absence of explicit negative feedback about Guerra Financial Group. Without critical reviews, identifying any systemic issues or areas of discontent amongst clients is challenging. Nonetheless, the dataset provided is limited, and a broader spectrum of reviews could potentially highlight aspects that require improvement. It is important for prospective clients to consider seeking out a more diverse array of reviews to ensure a balanced understanding of the company's performance and client satisfaction levels.

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.

Recent customer reviews and testimonials for Guerra Financial Group

Guerra Financial Group
Daniel Hannah
5-Star
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!!
Guerra Financial Group
Liza Tuckler
5-Star
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
Guerra Financial Group
Omar Rodriguez-Hazan
5-Star
6 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.
Read all reviews

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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