The Guerra Financial Group

retirement | Annuities | Life Insurance

What Does Your

Financial Security

Look Like?

We Help You Get There...

Hello,

My name is Alan Guerra. I am a state-licensed Retirement Strategist. I help protect my clients financial future with strategies that offer financial security and peace of mind.


I specialize in Retirement Strategies, Indexed Annuity Savings & Life Insurance. We are experts in Indexed Plans that offer the opportunity for growth and accumulation while protecting from stock market losses.


We are licensed in all 50 states and partner with some of the oldest, most trusted financial institutions to bring our clients the best financial plans that offer Financial Security & Peace of Mind.

Book a Free Zoom Consultation with me for a Free Quote and more information.

Alan Guerra

Financial & Retirement Strategist

CA Lic. #0I48280


Our Financial Services

Indexed Retirement

Indexed Annuities

Life Insurance

Experience. Profesionalism. Integrity.

I am proud to bring Financial Literacy across the nation to churches, police departments, schools, small business and individuals. I teach you how to protect your family's financial future without putting your hard earned money at risk.

Indexing

We specialize in Indexed Financial Plans. Indexed plans provide an opportunity for growth and accumulation while protecting against stock market losses.

My Work...

Free Financial & Retirement Consultations

Financial Literacy Presentations

Church & Non- Profit Fundraising

Testimonial From Retired Assistant Sheriff, Rich Miller...

Client Testimonials

"I strongly recommend Mr. Alan Guerra and his company of Financial Services. He helped me with my Retiremen and Life Insurance needs. Mr. Guerra is a professional with much integrity "

Rich M., Assistant Sheriff (Ret.)

"Mr. Alan Guerra assisted me and the teachers at our school with great Retirement Strategies. We highly recommend his financial services"

George G., School Principal

"Alan Guerra set me up with a great Indexed Retirement Strategy which will give me benefits for my working years and my retirement". K.M., Police Officer

"Mr. Alan Guerra is my financial advisor.

He helped me and my family set up great Indexed Plans that provide Retirement & Life Insurance benefits. I highly recommend him". Javier R., Medical Doctor

"Pastor Alan Guerra offers a great service by educating us and offering great Retirement & Life Insurance plans that will benefit our financial future. I strongly recommend him and his company"

J. Pinto, Pastor

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