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Michael Guerrero, Financial Advisor

FINANCIAL ADVISOR
Michael S Guerrero

CFP®
1715 Highway 35 Suite 106, Middletown, NJ 07748opens in a new window
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Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Wealth Strategies

About Michael

As an Edward Jones financial advisor and CERTIFIED FINANCIAL PLANNER™ Professional, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine an appropriate financial strategy for you and your family. My main function is to help families with wealth building strategies and wealth protection strategies. With a myriad of tools at my disposal, I can help you determine the best steps to accomplish your goals.

I began my career with Edward Jones in 2012 after following...

Work History

  • Edward JonesSeptember 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Bentley UniversityMaster of Science
  • Bentley UniversityBachelor of Science

Team Members

  • Karen Robertson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Phone

(732) 275-1201

Fax

(866) 445-1052

Office Address

1715 Highway 35 Suite 106
Middletown, NJ 07748opens in a new window

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