Guerra Investment Advisors

At Guerra Investment Advisors, we pride ourselves on being a fee-only registered investment advisory firm, committed to providing exceptional investment guidance and personalized service to our clients. Our firm is built on a strong foundation of experience, expertise, and a deep understanding of the financial industry. With over 40 years of combined experience, our team is dedicated to helping individuals and employers achieve their financial goals, ensuring a secure and prosperous financial future.

Our Services

As a Registered Investment Advisory Firm, we offer a comprehensive range of investment services, tailored to meet the unique needs of our clients. Our services include:

• Investment Planning: We take the time to understand your investment goals, risk tolerance, and objectives, creating a personalized investment plan that aligns with your financial aspirations.
• Portfolio Management: Our team of experienced investment professionals will work closely with you to develop and implement a customized portfolio that meets your financial goals and risk tolerance.
• Retirement Planning: Whether you're approaching retirement or already retired, we'll help you create a comprehensive plan to ensure a secure and financially independent retirement.
• Estate Planning: Our team will work with you to develop a estate plan that ensures the transfer of your assets to future generations, while minimizing taxes and other liabilities.
• Corporate and Municipal Retirement Plans: We offer expert management and administration of corporate and municipal retirement plans, ensuring the long-term security and growth of your employee benefits.

Our Team

At Guerra Investment Advisors, we're committed to providing exceptional service and guidance to our clients. Our team consists of experienced investment professionals, each with a deep understanding of the financial industry and a commitment to putting our clients' interests first.

• Ruben Guerra: As our founder and CEO, Ruben brings over 40 years of investment experience and a strong reputation for ethics and integrity.
• Susan Guerra: As our Vice President and COO, Susan is responsible for daily operations and is a valued resource for our clients.
• Michael Guerra: As our Senior Investment Advisor, Michael focuses on developing investment relationships with private and non-profit clients.
• Denise Jendrzejczyk Vega: As our Operations Manager, Denise oversees day-to-day client servicing and administration.

Our Philosophy

At Guerra Investment Advisors, we believe that every individual deserves personalized financial guidance and exceptional service. We take the time to understand your unique financial situation, goals, and objectives, creating customized investment plans that align with your financial aspirations. Our team is committed to providing exceptional service, expert guidance, and personalized attention to help you achieve your financial goals.