Services

At Guerin Financial Services, we believe it’s not just about what we do, but how we do it. The fact is, there are a lot of advisors out there who are capable of managing money, and there are many who are sensible when it comes to people and investing. But there are very few advisors who offer both. We believe we’re among those few.

Serving as your personal financial counselor, we take financial planning to the next level, helping not only to plan your finances and investments, but also working with you to make sure each decision is the best decision for you. We focus on helping you manage life changes, giving you the peace of mind that comes from knowing that whatever life throws your way, we’re here to help you make decisions that support your financial future—and your overall happiness.

What makes us different?

  • We apply uncommon knowledge, planning tools, and strategies to help you build a better future.

We understand the future looks different to everyone. To help support your personal vision, we offer years of experience in financial planning, as well as deep real estate expertise, brokerage and mortgage planning knowledge, and investment management experience. We work with you to clearly define your vision of the future, help you make financial decisions to help support your dreams, and position you to enjoy life during your journey.

  • We help couples find common ground to drive better decisions.

No matter how well a couple gets along in other areas of life, money has a way of bringing out differences between couples—especially in the face of strong opinions and emotionally charged reactions to money. We offer the financial knowledge and objectivity to help you make optimal decisions together.

  • We help manage the financial complexities of second marriages and mixed families.

Mixed marriages are more common than ever. But even if your “children” are old enough to have children of their own, their opinions, expectations, and emotions can impact your financial decisions. By carefully exploring all the financial possibilities, we present solutions to family financial conflicts.

While our approach is completely dependent on your personal needs and objectives, following is a partial list of our financial services:

I believe in a mindful approach to life. I practice yoga. I meditate. And I try to make choices th...