GUERRA FINANCIAL GROUP
6401 Southwest 87 Avenue, Suite 119, Miami, FL 33173 Directions
Since 1986
Here’s The Deal:
Guerra Financial Group helps you and your family in defining and addressing financial goals. Mauro founded this firm in 1986 with the dream to create an educational and family-oriented culture. The team behind GFG comprises skilled financial professionals who are enthusiastic about assisting individuals and families achieve their ideal retirements. The firm specializes in investment management. They enjoy showing clients how much they mean to them with exclusive events throughout the year. They speak on radio and television programs and hold hundreds of seminars on the importance of financial education and retirement income planning.
SPECIALTY:
Estate, Tax and IRA Legacy Planning, Investments, 401(K) Rollovers, Probate, Charitable Giving, Asset Protection, Life Insurance, Retirement Income Strategies, Wealth Management, Annuities, Tax-Efficient & Long-Term Care Strategies
TBR® Inspection Report:
BRICKELL FINANCIAL
175 South West 7th Street, Suite 1900, Miami, FL 33130 Directions
Since 2005
Here’s The Deal:
Brickell Capital Finance is a Miami-based financial company offering financing solutions to various businesses for over 15 years. They pride themselves on service and performance and are committed to providing solutions, advice, and strategies for their client’s needs and financial growth. Their services are custom-tailored to meet each of their client’s unique financial needs. Brickell Capital Finance meets their client’s business needs by providing solutions to all their financial needs. They help their clients secure all your company’s financial needs and secure the future of your business.
SPECIALTY:
Business Loan, Unsecured Line of Credit, SBA Business Loan, ACH/Revenue Based Loan, Inventory Finance, Purchase Order Finance, Contract Finance, Equipment Finance, Senior/Junior Loan, Private Equity Services & Business to Consumer Finance
TBR® Inspection Report:
IRA FINANCIAL GROUP
1691 Michigan Avenue, #415, Miami Beach, Miami, FL 33139 Directions
Since 2010
Here’s The Deal:
IRA Financial Group is one of the best financial services located in Miami. Adam Bergman is the founder of this firm. They strive to be the best self-directed retirement and pension administrator in the country. They have over a decade of experience helping investors self-direct their retirement accounts. They build into each retirement plan a level of quality, efficiency, and value that will earn respect and loyalty of their clients. They offer a full IRS audit guarantee and stand by the legality of their structures.
SPECIALTY:
401k Planning, Retirement, Investment Planning, Asset Management & IRA Tax Returns
Price: Self-Directed IRA LLC
complete control (LLC): $999 one-time fee
$300 per year
control with structure: $300 per year
Solo 401(k)
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