Guerra Investment Advisors is a fee-only Registered Investment Advisory Firm; this means there is no commission charged for investment services, unlike with insurance agents, wire-house brokers and securities sales people. Our advisors sit on the same side of the table with the client without the threat that each investment decision carries a price tag. There is no advantage in selling something you do not need. With a fee only advisor, the client pays for investment guidance, not commissions generated by the buying and selling of investments.
GIA provides investment services to foundations, endowments, corporate clientele and high net worth investors. Additionally, Guerra Investment Advisors has a formal focus on the management of corporate and municipal retirement plans.