Juan Guerrero - Prudential Financial - City of Industry, California

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For individuals and families seeking comprehensive financial guidance and secure investment services, Juan Guerrero at Prudential Financial presents a noteworthy option. Located at 17700 Castleton St #228, City of Industry, CA 91748, and reachable at 63223559, Mr. Guerrero operates as a dedicated financial consultant and represents a respected life insurance agency. His focus centers on providing tailored solutions designed to meet diverse financial needs, from retirement planning and estate management to risk mitigation and wealth preservation.

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About Juan Guerrero and Prudential Financial

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Juan Guerrero’s role within Prudential Financial is that of a trusted advisor. He leverages Prudential’s extensive resources and expertise to assist clients in navigating the complexities of the financial landscape. Prudential Financial itself is a global leader in providing financial services, offering a broad portfolio of insurance, investment management, and retirement products. Mr. Guerrero’s commitment is to build lasting relationships with his clients, understanding their unique circumstances and goals to develop strategies that align with their aspirations.

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Specializations and Services

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Mr. Guerrero’s specialties encompass a wide range of financial services, including:

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• Investment Services: He assists clients in selecting appropriate investment vehicles, such as stocks, bonds, mutual funds, and ETFs, based on their risk tolerance and investment objectives. He emphasizes a disciplined and long-term approach to investing.

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• Financial Consulting: Mr. Guerrero provides personalized advice on a variety of financial matters, including budgeting, debt management, tax planning, and college savings.

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• Life Insurance Agency: He offers a range of life insurance products to help clients protect their loved ones financially in the event of their passing. This includes term life, whole life, and universal life insurance policies.

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• Retirement Planning: He helps clients develop comprehensive retirement plans, considering factors such as savings rates, investment strategies, and potential income needs.

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• Estate Planning: He works with clients to develop estate plans that ensure their assets are distributed according to their wishes and minimize estate taxes.

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Location and Accessibility

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The office is conveniently situated at 17700 Castleton St #228, City of Industry, CA 91748. For those requiring accessibility, the facility offers a wheelchair accessible entrance and a wheelchair accessible parking lot, demonstrating a commitment to serving all clients comfortably and without barriers. This accessibility feature is particularly valuable for individuals with mobility challenges.

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Opinions and Reviews

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Currently, Juan Guerrero’s business has 0 reviews on Google My Business, indicating a relatively new or sparsely reviewed profile. The average opinion is 0/5, suggesting a need for more client feedback and testimonials. However, this does not necessarily reflect the quality of the services provided; it simply highlights the lack of publicly available reviews at this time. Potential clients are encouraged to seek out additional information and perspectives through other channels, such as referrals and industry resources.

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Recommendations for Prospective Clients

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For individuals considering engaging with Juan Guerrero, several key points are worth noting:

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• Schedule a Consultation: The first step is to schedule a complimentary consultation to discuss your financial goals and needs.

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• Assess Experience: While a lack of reviews is present, it's prudent to inquire about Mr. Guerrero's experience and qualifications within Prudential Financial.

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• Understand Fee Structure: Clarify the fee structure associated with his services to ensure transparency and alignment with your budget.

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• Verify Credentials: Confirm that Mr. Guerrero holds the necessary licenses and certifications to operate as a financial advisor in California.

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• Seek References: If possible, request references from existing clients to gain insights into his service quality and client satisfaction.

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Ultimately, selecting a financial advisor is a significant decision. While the current review landscape for Juan Guerrero is limited, his affiliation with Prudential Financial and his stated commitment to client service provide a foundation for potential collaboration. Further investigation and due diligence are always recommended before entrusting your financial well-being to any professional.

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"summary": "Juan Guerrero at Prudential Financial offers investment services and financial consulting, focusing on personalized strategies for clients seeking retirement, life insurance, and estate planning solutions. While currently lacking reviews, his affiliation with a reputable financial institution provides a solid foundation for potential clients.",
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