Guerra Financial Group is dedicated to assisting you and your family identify and pursue your financial goals. Mauro Guerra established the firm in 1986. He has personally advised over 15,000 families on retirement income planning, estate planning, and tax planning. The team at GFG consists of experienced financial professionals passionate about assisting individuals and families in attaining their desired retirements. Their financial advisors adhere strictly to the fiduciary standard, prioritizing the best interests of all existing and new clients while helping their businesses thrive. They're proud to uphold the industry's highest ethical and professional standards. As fiduciary advisors, you can count on the fact that they will always give you recommendations in your best interest. 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. Contact them today to learn how They've helped thousands of South Floridians and their families fulfill their dreams and create lasting legacies. They can’t wait to connect with you.
UNIQUE FACTS:
• $600m+ With Thousands of Clients
• Online Consultation.
3 Best Financial Services in Miami, FL
Expert recommended Top 3 Financial Services in Miami, Florida. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
GUERRA FINANCIAL GROUP REVIEWS
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.
I have found the Guerra team very high energy, knowledgeable and pro-active over the past year since I became a client. In particular, I have been able to travel to Europe, South America and the Western U.S. without worrying about living comfortably in retirement. I would highly recommend Guerra Financial.
Spectacular service, amazing financial knowledge and great customer service. Thank goodness I found a place that has the clients best interest at heart. Family business and family atmosphere makes the clients feel like part of the family. Thank you all.
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Florida Financial Advisors is a well-known financial advisor in Miami, Florida. Jason Mickool is the president of the firm. He has been in finance for 25 years and knows all the ins and outs of managing investments, planning for retirement, and dealing with taxes. He's also great at protecting people's assets and ensuring they're financially secure. And he doesn't just give advice, he coaches people personally to help them reach their financial goals. He started his career at American Express Financial Advisors, where he demonstrated his integrity and servitude to grow to a Field Vice President. Although enjoying his career as an executive, he always had a passion for helping clients. He and his team are highly trained professionals committed to helping you achieve your needs and goals in life. They look forward to truly getting to know you, so they can work together with you to develop a financial plan that fits your path in life. They have customized their services to specifically fit the financial needs of Florida residents. They are a full-service comprehensive financial and wealth management firm focusing on helping their clients. They understand how intimidating it can be to work with a large financial group, so they take a personalized approach and work together with you to navigate your financial strategy.
UNIQUE FACTS:
• Free Consultation
• Retirement Calculator.
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
FLORIDA FINANCIAL ADVISORS REVIEWS
Working with John and John at Florida Financial Advisors has been an absolute game changer for me. From the moment i started working with them, I knew i was in good hands, John and John has not only helping me regain control on my credit cards balances using snowball tactics, but they also gone above and beyond to educate me on new strategies to my financial landscapes each month. They're dedication to my financial well being is unparalleled, and i truly appreciate the personalized attention they provides. If you're looking for a knowledgeable and trustworthy personal financial advisor who genuinely cares about your financial success, I highly recommend John and John at Florida Financial Advisors. You wont be disappointed.
I have had the pleasure of working with Mitch for the past few years. He has a deep understanding of financial markets and strategies, and has ability to tailor strategies to my specific needs has been invaluable. Mitch is not only highly professional but also consistently proactive, providing timely advice and insight. I HIGHLY recommend him to anyone seeking top-tier financial expertise and personalized service. Cannot say enough about my experience.
The team at Florida Financial Advisors is one of the best I've ever worked with. Despite the market downturn and high inflation, FFA has been able to maximize my investments and provide great returns. The team is always offering different investment options and while some have not panned out, most have been great suggestions. Scheduling an appointment for portfolio adjustments is very easy and my team is incredibly flexible. Highly recommended for anyone looking for a reliable and knowledgeable team.
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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.
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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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