At Guerin Financial Services, our clients are not defined by age, assets, or geography. Instead, we select our clients based on two important traits: an understanding of the value of financial guidance, and a personality that fits well with our team. While this may be an unusual requirement, we’ve found that our close, personal relationships with each client dictate a synchronicity of ideas, values, and passion for success.
We invite you to read the following client snapshots to better understand whom we serve and how we counsel our clients toward better financial decisions.
Craig and Nina, both in their mid-60s, came to us seeking retirement advice…
Dan and Paula were facing some major changes....
At 52, Curt was hitting the high point of his career...
Judy came to us soon after her husband, Aaron, had succumbed to cancer. ..