Guerra Financial Group

Guerra Financial Group Review

Reviews 44
4.5
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Reviews 44
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M
3 years ago

I loved talking to this family, super! They focus ...

I loved talking to this family, super! They focus so much on giving more to their customers. In the last 2 years that I know them, I have gone to 4 dinners in different restaurants and they only give education, they do not sell anything, but they give the opportunity to make personal appointments. I made an appointment but I'm not a customer yet. I'm in that process now.

E
3 years ago

Working for Guerra Financial has been a great expe...

Working for Guerra Financial has been a great experience. I have grown tremendously as an employee, but more importantly as a person. Every day there is something new to learn and our team is dedicated to help our clients in the most efficient and caring way possible. We definitely take pride in our work!

M
3 years ago

Wow! they deserve a 5 , I am new to Google reviews...

Wow! they deserve a 5 , I am new to Google reviews. As a clients of the Guerra Financial for 8 years and have personally known Mauro Guerra for over sixteen years, the comments below don't tell the truth. Don't know why people always talk negative about others although they are great. This group gives back to their clients. Thats it. Yes they have dinners, picnics, and fun wine events but they actually give back to their clients their time ... They do well and have grown a lot in the last 3 years from what I see... People are just crazy in Miami. I am grateful for the Guerra Family overall!

S
3 years ago

THEY ARE GREAT! I sat with Sebastian Guerra last w...

THEY ARE GREAT! I sat with Sebastian Guerra last week and I think its been like 4 meetings or something. We decided to open some Annuities for income starting next year which is when I get to retire! He says no income = no retirement and its totally true... WOOOOHOOOOOO! This is awasomee

H
3 years ago

All the years I have been a client with this team ...

All the years I have been a client with this team have been great. Amazing customer service and attention to the client. They have a good and friendly staff. Clients get treated like family. I have no complaints. Thank you

G
3 years ago

Being a client of the Guerra Family is an honor, p...

Being a client of the Guerra Family is an honor, period! I have learned so much about how to make better decisions with my savings and not take unnecessary risks. The good thing is that I have a source of income for life and I did not know this without working with Guerra. Thanks to Mrs. Piedad and Miguel for everything they have done as well. Many successes!

D
3 years ago

Retirement planning is so important but felt compl...

Retirement planning is so important but felt complicated to me. Luckily I met this group and they helped answer all my questions regarding my FRS pension account and now i have chosen the best option that will also leave my family money. Love them.

G
3 years ago

KEEP YOUR LOVED ONES HARD EARNED MONEY AWAY!

KEEP YOUR LOVED ONES HARD EARNED MONEY AWAY!
Hello, My name is George. I too have had a bad experience with this company.
I have also noticed some suspicious activity regarding my money. I noticed I was losing money rather than gaining money. The employees here do things all over the place and do not have any sympathy or understanding for others. Also, every year they throw these large lavish parties at the biltmore hotel around Christmas time with (I m almost sure) the coins out of their customers pockets who are probably all unaware of all of their made up FEES .

I would also NOT RECOMEND!

p
3 years ago

Guerra financial is really an great company. They'...

Guerra financial is really an great company. They're customer service is truly amazing and it was such a pleasure to meet them and to be working with them. I truly feel confident that my money is being safely taken care of. I sat with Sebastian Guerra who was very informative, he knew how to explain everything to me in a way that was easy to understand. He made me feel quite comfortable and as though I was already part of the Guerra Financial family. They are a wonderful company who truly care for their clients. Thank you so much of all your help.

J
3 years ago

In 2018 I had the privilege of joining Guerra Fina...

In 2018 I had the privilege of joining Guerra Financial Group. During my time here I quickly realized how many of us think we can retire and live happily ever after with a single check from Social Security and perhaps a 401k. What most of us fail to realize is there are experts like the ones at Guerra Financial Group ready to hold your hand and educate you on strategies created by a team of professional who BREATH retirement planning. Being a part of Guerra Financial Group s team has most definitely opened my eyes to the range of options available when it comes to retirement planning and changed my understanding on what it really takes to retire with financial stability.

L
3 years ago

WARNING: To whom is reading this review, I wish if...

WARNING: To whom is reading this review, I wish if google had the option that I could rate them with 0 stars. Starting off, the employees are all unprofessional and no one ever knows anything. They claim to be financial advisors and get they do not know what they are doing. One day, I am told one thing by them and the next, they don t remember what we discussed. I am very unpleased. I have also come to realize some activity that I am not 100% sure at the moment whether it is legal or not. Please if you have elderly parents or grandparents or even if it is for you. I WOULD HIGHLY ADVISE YOU NOT TO PUT YOUR MONEY OR TRUST IN THEM. (I will be posting on their Facebook as well because I want everyone to be aware in order to help others not make the same mistakes that I have made & lost money with).

Also, the past 2 reviews that have 5 stars are from their own employees just so they can make themselves look good!

S
4 years ago

It's more that just a financial company. I don't k...

It's more that just a financial company. I don't know what to say, I'm not a client but my grandma passed away recently and I know this group was managing her accounts or something like that, like for retirement accts. From what I know they have worked my grandma for 10+ years but I never went to chance to go to the office. Some of the group members went to her funeral which was really nice. A good review is the least I could do! Thanks

E
4 years ago

Horrible place. Totally scamming people, they dece...

Horrible place. Totally scamming people, they deceive you saying that they are going to invest your money in something good and what they do is disappear it. They have to be very careful with these scammers. This is the photo of the youngest thieves, the father does too. Take care money in Miami no good in your hands

E
4 years ago

So far, my experience with this firm has been exce...

So far, my experience with this firm has been excellent. I consider that my advisor, Sebastian Guerra, is very knowledgeable and has helped guide me through the right portfolio mix for my investments. He also takes in to great consideration my opinions and concerns to help allocate my portfolio accordingly. In addition, the entire staff couldn't be more pleasant to work with. Excellent customer service. I highly recommend Guerra Financial without reservation. If you're looking for professional guidance with your finances, you should not hesitate in calling them.

B
4 years ago

More

N
4 years ago

Guerra financial has been revealing experience

Guerra financial has been revealing experience
Sebastian is an amazing advisor, he knows what he is talking about! Seminars have been very helpful. Amazing attention from Guerra Financial

L
4 years ago

It's been a few weeks since I've met with this tea...

It's been a few weeks since I've met with this team and I can honestly say the reviews below do not make sense. I met wit with the father, Mauro, and went through 4 visits with them to organize my accounts because I was all over the place with my money. If you are looking to prepare for retirement or leaving money to your family the right way then work with them. I have understood that they do not work with people who want 20% returns because they are mainly conservative in the way they worked with me. I definitely recommend if you live in Miami.

F
4 years ago

I was searching for an advisor in Miami and went t...

I was searching for an advisor in Miami and went to one of their Seminars and felt like these are the right fit for me. I started working with them and so far my experience has been positive. They designed a plan for me that lets me take income from my accounts but that income grows every year moving forward. They don't promise crazy interest returns that other people say. It's a family business and they have really kept my family to feel like we have financial peace.

K
4 years ago

Wow, last nights event was awesome! I love how thi...

Wow, last nights event was awesome! I love how things explain. I understood that I have to follow the plan and if I do not follow the plan, my savings and investments will not go up to the level I want. They have some plans that you need to save consistently for them to work but if not, the account can go down. It's a bit complicated but they explain it super ... I have a date with them but we'll see how it goes! I think good...

Y
4 years ago

Never ever make business with this people. OMG t...

Never ever make business with this people. OMG totally scammed, negligence, incompetent, untrustworthy, liars, and the worst part: Playing with your savings and retirement accounts. Don t you ever make business with this guys please.

J
4 years ago

Being employed here has really improved my state o...

Being employed here has really improved my state of mind. The service and value that this company gives their clients is unmatched and unbelievable. I m grateful to be a part of a team that goes above and beyond for their clients!

J
4 years ago

Sebastian and Team are extremely attentive and res...

Sebastian and Team are extremely attentive and responsive. I've never felt so comfortable talking about my finances and financial future goals as I do with Guerra Financial. Sebastian has been able to educate us on different aspects of the financial world and what I appreciate most is that we do not feel pressured to make certain decisions or handle our money in ways we are not aligned to.

Thank you Sebastian and The Guerra Financial Team!

J
4 years ago

Our meeting with Sebastian was informative, as alw...

Our meeting with Sebastian was informative, as always. He answered all our questions and clearly explained the different strategies. Tyler was also very helpful in assisting us with setting up our on-line accounts.

Guerra Financial Group

Guerra Financial Group

4.5