Guttman Financial Group

Specialties

What is it Like Working with Guttman Financial Group?

At Guttman Financial Group, everything we do is centered on you and your needs. Through his affiliation with broker-​dealer United Planners, Jerry Guttman adheres to the highest ethical standards and provides the utmost transparency. He does not charge hidden fees nor does he recommend products unless he truly believes they align with your circumstances and goals. He represents you, and only you. Jerry doesn’t simply pick investment options and hand you a portfolio to manage. Through a personalized approach, he extensively researches the thousands of opportunities available and determines your time horizon, comfortable level of risk, and short and long-​term goals. He also carefully evaluates all of your insurance needs keeping in mind the associated costs and tax efficiencies. As well as projected performance to design a customized strategy for you and your family. Once your portfolio is built, you’ll never have to wonder about how your investments are doing. Jerry serves as your lifelong partner, regularly reviewing your investments’ performance and your progress as you pursue your goals.

Meet the Business Owner

Jerry G.

Business Owner

Jerry Guttman is the founder and President of Guttman Financial Group with more than three decades of experience in the financial services industry. Focusing on retirement, tax, and estate planning issues, he aims to assist individuals, families, and business owners with investment-​related tax reduction, investments, and risk management. He believes financial literacy is key and strives to develop creative strategies designed to maximize financial growth. He enjoys the opportunity his career provides him to guide people toward their goals and pursue financial independence.

Highly regarded as a key influencer, Jerry is a sought after speaker and lecturer. He has made frequent appearances on radio shows throughout the country, including BNN, Consumer Hotline, and NPR. He previously hosted a local radio program, Tuesdays with Jerry, on KFNN Financial News Radio, and hosted The Asset Planning Solutions Hour on an NBC affiliate station in the Phoenix area. He has also authored articles for