Guernsey Financial LLC is a financial planner in Ferry Pass, FL. The firm operates as a registered investment advisor company that provides investors with education on how investing works and coaches them to maintain discipline over a lifetime. The business focuses on aligning investment strategies with the best interest of the investor, emphasizing scientific principles over market hype, stock picking, or market timing. The team serves families seeking to improve their relationship with money and pursue long-term financial goals.
The company was founded on the principles of Clinton C. Guernsey, who served in the Army’s 156th Infantry Regiment during World War II before establishing the firm in 1958. The business has spanned over 60 years and four generations, maintaining a foundation of hard and honest work. The current leadership team includes Doug Guernsey as Managing Partner, President, and CEO; Ed Guernsey as Advisor Emeritus; Caleb Guernsey as VP of Client Relations; Noah Guernsey in Client Services; Angie Douglas as Director of Operations; and Sherri Guernsey as VP of Marketing and Events. The firm offers a two-day program called the American Dream Experience, designed to help participants discover what investing really is and how it can fulfill their purpose for life. This training aims to alter the participant's relationship with money and investing, allowing them to pursue their dreams with greater clarity and discipline.
Guernsey Financial LLC is located at 6704 Plantation Rd STE A in Ferry Pass, FL. The business holds a 5.00 rating, reflecting positive feedback from customers who have reviewed the firm. As a multi-generational practice, it brings decades of experience to the local community, offering a structured approach to financial planning that prioritizes long-term stability and educational breakthroughs for its clients.
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