Our Firm

At Ferrera Financial, we specialize in personal financial planning* through a wide range of financial products and services to individuals & business owners because we believe that there is not one financial plan that works for every investor.

Our process begins with an initial consultation where we can learn more about you and your personality as an investor. Second, we conduct a detailed analysis of your present financial position, along with reviewing your financial goals and objectives. Then Michael Ferrera Sr. and Michael Ferrera Jr. devote time to creating a strategic financial plan* to accomplish those financial objectives.

After we have discovered a solution, we personally teach you how the financial instruments work while making investment decisions together as a part of our team. Finally, we continue in our relationship with quarterly reviews and updates to assure your financial plans are in line with your life changing objectives.

Schedule an appointment today for us help you navigate the journey toward your financial goals!

(909) 948-1608