Miguel doing what he does best at the Miami Retirement Summit: educating and empowering! One of the best in the business 🔥 #wealthadvisor #financialadvisor #retirementready
Guerra Wealth Advisors
Financial Services
Miami, Florida 1,570 followers
Fiduciary financial advisors who specialize in retirement success and comprehensive financial planning.
About us
Formerly known as Guerra Financial Group. With over 35 years of serving the community, Guerra Financial Group has committed their practice to creating and customizing financial plans for clients who are focused on growing and securing their wealth. Operating under the core values of transparency, integrity and commitment, your prosperity is their priority.
- Website
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http://www.guerrawealth.com/
External link for Guerra Wealth Advisors
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Miami, Florida
- Type
- Partnership
- Founded
- 1986
- Specialties
- Retirement Planning, Tax Strategies, Legacy Estate Planning, Healthcare Planning, Retirement Income Planning, Personal Financial Coaching, and Investment Planning
Locations
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Primary
6401 SW 87th Ave
Miami, Florida, US
Employees at Guerra Wealth Advisors
Updates
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🔔 Important Reminder: Time to Review Your RMDs! 🔔 As we approach the end of the year, it’s essential to ensure your Required Minimum Distributions (RMDs) are taken care of. ⭐️ RMDs are based on the balance of all tax-deferred accounts as of last year’s end. ⭐️ Even if you don’t need the extra income, RMDs must be met — and can be transferred into another account. ⭐️ Missing your RMD could lead to hefty penalties — up to 50% of the amount not withdrawn! Don’t wait! 📅 Book an appointment with your advisor today to: ⭐️ Ensure your RMDs are calculated and taken on time ⭐️ Avoid penalties and streamline the process ⭐️ Explore strategies that fit your financial goals 👉 Book your appointment: https://lnkd.in/efpwzrig #retirementtips #retirementplanning #financialfreedom
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Growth happens when you're learning from the best! Thankful for the amazing insights from Miami's top real estate experts at the Miami Retirement Summit💡🌟 #realestatetips #realestateagent #MiamiRealEstate
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If you're seeing this—it's your sign to book an appointment with one of our Wealth Advisors! 💼✨ Your first consultation is FREE and there’s no obligation, just personalized advice. We specialize in all things retirement planning, from maximizing Social Security to building the perfect investment strategy. Your future self will thank you! 😊 Ready to get started? https://lnkd.in/efpwzrig #retirementplanning #investments #taxplanning
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WE'RE HIRING 🙌 Are you a natural connector who loves to see results? We’re searching for someone who thrives on building relationships and making things happen. Whether your experience lies in client success, sales, relationship banking, or a related field, we believe your expertise can shine with us. We're looking for a dynamic, personable professional who can effortlessly engage with clients, manage referrals, and support our marketing efforts. If you're driven by goals and love being part of a fast-paced environment, this could be your perfect opportunity. 🌟 Don’t just work—grow with us. Apply here: https://lnkd.in/e4T7cp9u #CareerOpportunity #ClientRelationshipSpecialist #FinancialCareers
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A huge thank you to one of our sponsors from the 2024 Miami Retirement Summit! 🪽Visiting Angels specializes in quality home care for seniors in the Miami area, and we appreciate their mission in improving the quality of life for many in our community- something we work on everyday! 👉 Get to know more about Visiting Angels on their website: https://lnkd.in/euptPVN9
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Are you a Paralegal looking to grow both professionally and personally?? If so, this is your sign to join the Guerra team 👀 We’re looking for a dedicated Estate Planning Paralegal to be the key link between clients and financial advisors. In this role, you’ll provide exceptional, personalized service, build long-term relationships, and work with a dynamic team. Core responsibilities: 🔹 Meet with clients to tailor estate planning services 🔹 Manage and organize client files and documentation 🔹 Coordinate estate planning documents and client meetings 🔹 Conduct legal research and stay updated on industry changes 👉 Ready to elevate your career and impact lives? Apply today: https://lnkd.in/gtpsy2kF #jobopenings #miamijobopening #paralegal
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Jimmy in his natural habitat: educating and inspiring others 😎 Jimmy gave two powerful presentations on both Estate Planning and Advanced Tax Strategies at the 2024 Miami Retirement Summit! 👏 💸 #retirementstrategies #retirementplanning #estateplanning
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One word to describe the 2024 Miami Retirement Summit? Impactful. 🔥 Fabian and Sebastian delivered strong messages that exemplified who we are: guardians of generational wealth 🛡 There's nothing more important to us than helping families achieve financial freedom. If you didn't make it this time- we can't wait to see you next year! #financialfreedom #financialadvisor #legacyplanning
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Are you a natural connector who loves to see results? We’re searching for someone who thrives on building relationships and making things happen. Whether your experience lies in client success, sales, relationship banking, or a related field, we believe your expertise can shine with us. We're looking for a dynamic, personable professional who can effortlessly engage with clients, manage referrals, and support our marketing efforts. If you're driven by goals and love being part of a fast-paced environment, this could be your perfect opportunity. 🌟 Don’t just work—grow with us. Apply here: https://lnkd.in/eTXn7fik #CareerOpportunity #ClientRelationshipSpecialist #FinancialCareers