Guerra Financial Group is dedicated to helping you and your family identify and pursue your financial goals. The team at GFG consists of experienced financial professionals who are passionate about assisting individuals and families in attaining their desired retirements. Specializing in investment management, the firm takes pleasure in demonstrating to clients the value they hold by organizing exclusive events throughout the year. Their financial advisors adhere strictly to the fiduciary standard, ensuring the best interests of all existing and new clients are prioritized while helping their businesses thrive. Moreover, they actively engage with the community by participating in radio and television programs and conducting numerous seminars on the significance of financial education and retirement income planning.
3 Best Financial Services in Miami, FL
Expert recommended Top 3 Financial Services in Miami, Florida. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
GUERRA FINANCIAL GROUP REVIEWS
Our financial advisor, Jimmy, has been extremely professional in the time that we have been clients. He is very knowledgeable, and always willing to listen and answer all our questions. All the staff members we have met have been an absolute pleasure. Gabriela is a sweetheart, always following up with the paperwork from our meetings. Magda, the receptionist, is very personable. We met Nancy today, and we felt very comfortable interacting with her. So far, our experience has been very positive!
I decided to leave FPL after 18 years and I needed help to figure out what to do with my 401K and my pension. Someone I trust very much recommended Guerra Financial. After meeting with three other financial advisors, I decided to have Guerra Financial manage my money. They have a phenomenal young-hearted team and a great culture. They treat you like family. They have multiple advisors and a great supporting cast. The provided lots of educational opportunities. I wish I knew what I have learned from them ten years ago. I highly recommend them. I’ve recommended them to my parents and many other co-workers and friends.
I am very happy with the services provided by Guerra Financial Group. I have recommended many people to them, and they have also switched to them. They are fiduciary, professional, honest and friendly. They reach out to us with opportunities of growth without us chasing them. Every concern and every issue I have had has been resolved to my satisfaction. They even donated to my favorite charity, and hosted my retirement party. They make you feel as part of their family, which is wonderful.
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IRA Financial Group is a top-notch financial services provider founded by Adam Bergman. With over a decade of experience, they have successfully assisted investors in self-directing their retirement accounts. Each retirement plan they create is built with a focus on quality, efficiency, and value, aiming to earn the respect and loyalty of their customers. Their primary goal is to establish themselves as the leading administrator for self-directed retirement and pension plans across the nation. By enabling their clients to take control of their retirement funds, IRA Financial Group empowers them to make tax-free investments in a wide range of opportunities. In addition, the firm offers a comprehensive IRS audit guarantee, standing firmly behind the legality of its structures. For a consultation without any obligation, feel free to get in touch with them.
Specialty:
$Price:
complete control (LLC) $999 one-time fee
$300 per year
control with structure $300 per year
Solo 401(k)
for self-employed $999 one-time fee
$199 per yearROBS Solution
invest in businesses:$2500 one-time fee
$100 per month
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
IRA FINANCIAL GROUP REVIEWS
Setting up a self-directed IRA or solo 401k is a laborious process and yes, it does take time and that was true with whoever I set it up with - I've set them up with different companies. However, once setup IRA Financial Group provided great professional advice, one stop shopping for everything I need, no extra charge for this and extra charge for that like the other companies, and Adam himself was always available to answer the really difficult questions that otherwise I'd have to hire specialists for - saves a LOT of money. Adam is up on ALL the latest regulatory and financial aspects and risks of owning and maintaining these trusts, I highly recommend IRA Financial Group.
The website was very user friendly. The staff was very knowledgeable and quick to respond to all my questions. I highly recommend their services.
IRA Financial setup my self directed IRA. Their system is well organized and efficient and the customer service is excellent. Thank you!
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Barnett Capital Advisors operates as an independent firm in Miami, FL, with Andrew Carrillo serving as the President and Founder. Although Andrew commenced his career at a Fortune 500 company, he decided to leave, recognizing the advantages of becoming an Independent Financial Advisor for the benefit of his present and future clients. The firm specializes in the Coverdell education savings plan and is dedicated to assisting clients in achieving long-term investment performance. Barnett Capital Advisors is equipped to proactively manage and control debt related to significant purchases or preparing for a child's post-secondary education. They firmly believe that effective personal financial planning is crucial for managing wealth and accomplishing financial goals. Whether you've had a financial plan in the past or are creating one for the first time, they will assist you in evaluating your current situation, establishing short and long-term financial goals, and tracking your progress. Recognizing the complexity of financial products in the market, Barnett Capital Advisors emphasizes making informed decisions tailored to individual client needs. After a thorough assessment, clients are better equipped to choose from a comprehensive suite of products and services that address their unique situations. The firm offers complimentary meetings and extends its services to Boca Raton and Ft. Lauderdale.
UNIQUE FACTS:
• Unbiased Advice.
• Strategic Planning.
• Smart Investment Strategies.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
BARNETT CAPITAL ADVISORS REVIEWS
Andrew Carrillo has been my trusted financial planner for more than 5 years. I met him at a financial seminar about annuities, shortly after my retirement. I was impressed with his presentation, professional manner, and experience. I made an appointment, and he spent 3 hours reviewing my portfolio, speaking with my two past employers to understand my pensions, and making recommendations for investments - considering my age, short- and long-term goals, and lifestyle. Despite inflation, a fluctuating stock market, and several large expenses (moving from Florida to New Jersey, buying a new car, increased costs for rent, income tax, travel, etc.), Andrew has managed to increase the value of my investments, making adjustments and recommendations at our annual review meeting and periodically during the year, as needed. Any time I have had a question or needed quick cash, Andrew responded in a timely manner. I have many concerns and worries in life. Having Andrew at the helm of my financial area allows me to have one less thing to worry about. Highly recommended!
The team at Barnett Capital Advisors are top notch and care for their clients interest with the utmost discretion, integrity, market knowledge and professional experience. I have been with Andrew Carrillo my financial advisor for a few years and he has been very helpful and patient with me, expanding my limited knowledge of this unusually unstable market. We are always communicating and I feel he listens and advises me well, standing firm with the strategies that have proven to work well in good times and bad. Andrew and I also discuss ways to maximize savings in other areas of finance helping me to look at my entire portfolio as I move into retirement. My future is in moving in the right direction and I have Andrew Carrillo to Thank...
Great Company. I’ve been doing business with them for years.
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