GUERRA FINANCIAL GROUP
6401 Southwest 87 Avenue, Suite 119, Miami, FL 33173
Since 1986
Estate, Tax and IRA Legacy Planning, Retirement Income Strategies, Wealth Management, Annuities, Investments, 401(K) Rollovers, Probate, Charitable Giving, Asset Protection, Life Insurance, Tax-Efficient & Long-Term Care Strategies
Specializes in investment management ● They speaking on radio and television programs and holding hundreds of seminars on the importance of financial education and retirement income planning
TBR® Inspection Report
BARNETT CAPITAL ADVISORS
1428 Brickell Avenue, Suite 500, Miami, FL 33131
Since 2011
Tax, Estate and Retirement Income Planning Individual Bond Retirement Income Portfolios, Individual Equity Growth Strategies, Asset Allocation Review, Business Succession, Traditional Savings Methods, Key Employee Protection, Executive Compensation, Wealth Transfer, Investment Management, Offshore Products & Services
Serves also in Boca Raton and Ft. Lauderdale ● They are prepared to help you achieve long-term investment performance ● Offers pro-actively manage and control debt, from major purchases to preparing for a child’s post-secondary education ● Focus on coverdell education savings plan
TBR® Inspection Report
DAVID G. WALTER
801 Brickell Avenue, Suite 1440, Miami, FL 33131
Since 2002
NEW YORK LIFE - Retirement Income, College Savings, Risk Management, Income Planning, Annuities, Simple IRA'a, Business, 401K and Investment Planning, Employee Benefits, Life & Long Term Care Insurance
Focuses on individual retirement accounts ● To help you fully analyze your needs and recommend appropriate solutions