Customer feedback:
Great company!!
Excellent presentation. Gave me lots of ideas & learned a lot
I attended the financial event it was amazing and great information very recommend
Finance insight with a great human touch in a prestine ambiance.
I attended the Guerra Wealth Advisor Retirement Dinner, and it was an outstanding experience. Jimmy was amazing knowledgeable, engaging, and took the time to explain everything in a way that was easy to understand. The information shared was incredibly valuable and gave me a better perspective on retirement planning and protecting my financial future. The event was well organized, the atmosphere was welcoming, and I left feeling much more informed and confident. I highly recommend attending one of their events!
Informative and to the point
Excellent wealth advisors! Presentation was well put together and informative!
Great presentation! Very informative! Miguel is a very good speaker and very knowledgeable.
This Masterclass was amazing !!!
Highly recommended !!
Full of KEY information about retirement and estate planning.
Very informative meeting
Great seminar full of information.
I can truly say that this was an eye opening experience. Sebastian is very informative and a great speaker, no sales pitches. He kept the group engaged at all times. I look forward to working with his company. Thank you for the invitation and I suggest to all that are near retirement to attend.
Excellent presentation!!
Sebastian explained a lot of information over a wonderful dinner. It was well thought out and detailed. Just what I needed regarding Retirement Investments & Estate Planing. Wholeheartedly recommend Guerra Wealth Advisors
Very informative Sebastian was well versed in all aspects of retirement investments, taxes, trusts, financial advice.
Sebastian is a great great speaker and very informative !! Thank you!!
Frequently asked questions
5 questions
What do Guerra Wealth Advisors clients say about their financial education events?
Clients frequently praise the informative nature of the financial education events, highlighting engaging presentations by knowledgeable speakers like Jimmy and Sebastian. Reviewers mention that these events provide valuable insights on retirement planning and estate planning, making complex topics accessible.
Does Guerra Wealth Advisors offer one-on-one consultations, and what do clients think about them?
Yes, they provide one-on-one consultations as part of their wealth advisory services. Reviewers commend the team's ability to explain financial concepts clearly and their personalized approach, which helps clients feel more informed and confident in their financial decisions.
Can I attend financial planning workshops at Guerra Wealth Advisors, and how do attendees feel about them?
Yes, they host workshops as part of their financial education events. Attendees often describe these workshops as informative and well-organized, with many noting that they leave with a better understanding of financial planning topics.
What services does Guerra Wealth Advisors provide?
Guerra Wealth Advisors offers a range of services including financial planning (retirement planning, estate planning, investment management), financial education events (seminars, masterclasses, workshops), and wealth advisory (one-on-one consultations, portfolio reviews, tax planning).
Where is Guerra Wealth Advisors - Miami Financial Advisors located?