Giving Back


Helping those less fortunate within our community is a vital piece of our core values. One of the ways we give back is through your efforts in helping other families succeed in their retirement, investment and estate planning. We do this by donating $100 to the charity of your choice for every new introduction that becomes a client of our firm.


Together, we aim to not only help your friends and families, but also the community. We believe you learn more by giving to others than receiving. This is our way of saying thank you and helping families achieve their goals.


If you know of someone who could use Guerra Financial Group, please send us their name, number and email, knowing that we will never directly contact your referral without your verbal permission to do so. If they qualify for our referral program, you could receive $100 to the charity of your choice.