Closed now
Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Lorena Guerrero is a seasoned wealth management professional with over two decades of experience guiding individuals, families, and business owners toward their financial goals. As a Senior Wealth Advisor and Founding Partner of The Guerrero Private Wealth Group at Excelsis Global Private Wealth in McAllen, Texas, Lorena plays a pivotal role in delivering tailored investment strategies and comprehensive financial planning rooted in trust, integrity, and long-term partnership. Lorena’s approach to wealth advisory is grounded in listening to her clients’ unique needs and designing strategies that evolve with their financial lives. Fluent in both English and Spanish, she combines cultural insight with professional rigor to serve a diverse, international client base effectively.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the McAllen, TX area, David D Barnes will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
