Welcome to Guerra Financial Group! Your values play a significant role in our organization because we are tremendously family oriented. Our objective is to assist you and your family in defining and addressing financial goals. We will teach you how to optimize your standard of living while saving and investing for your future. By educating the South Florida Community, we ensure that the future of your home will be prosperous financially.
Mauro Guerra opened Guerra Financial Group in 1986 and the firm has been providing top-notch financial education to the South Florida Community. Over the years, we have been able to serve thousands of clients with financial ideas and choices. Over this journey, we have learned that time can be your biggest ally or your biggest foe. Meaning, if people procrastinate they will end up having the pain of regret rather than the pain of discipline which leads to a fruitful financial future. Remember, you cannot properly plan for something you do not fully understand. That is why we are here to help you understand.
As an independent firm with a family based environment, we have built our firm based on Transparency, Integrity and Commitment (TIC).
We create tailored plans (Your Financial GPS) by using customized investment and insurance products that allow you to live out YOUR LIFE, YOUR WAY.
It's never been our intention to be all things to all people. But rather be all things to a few people. This makes us want to grow alongside with you!
We believe in creating relationships with our clients that go far beyond the numbers. The Ambassadors Club is for those clients who truly participate in the learning and social experiences that Guerra Financial Group provides. Click here to get involved!
On Thursday, July 28th, at 6:00 PM, come learn about how Tools, Results and Life build your Financial Strategies, Investment and retirement plans created to increase your assets and maximize your retirement income. Healthcare planning, legacy strategies, and tax minimization.
On Tuesday, August 30th, at 6:00 PM come learn about Retirement, Tax and Legacy Planning for Small Business owners, Managing Cash and debt levels, Risk Management, Key-Man Insurance, Estate Planning for transference of assets, diversification of assets for tax minimization.
On Tuesday, September 29th, at 6:00 PM, come learn about how Tools, Results and Life build your Financial Strategies, Investment and retirement plans created to increase your assets and maximize your retirement income. Healthcare planning, legacy strategies, and tax minimization.
We follow this to a high standard and focus our energy on servicing our clients for generations to come.