Whether you are searching for Wealth Planning Strategies or are planning your retirement, the minute you walk into The Guerra family’s office, you know you made the right choice that you are hiring a hands-on, reputable financial planning company. 

- Mary Eagle 

We are an independent financial advisory firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered through Guerra Advisory Services, a Registered Investment Adviser firm.

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6401 SW 87th Ave, Suite 119, Miami, FL 33173

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"Very professional group of individuals who genuinely care about helping people. You can tell they KNOW what they are talking about and really make sure the customers understand what is going on and try to help expand our knowledge."


Melissa Prieto

The Guerra Freedom Plan™

Work should be an option, not an obligation. Our 5-step process is designed to transform how families retire by ensuring they are perfectly prepared and that their financial strategy aligns with their goals, needs and values. 

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