Guidance Point Retirement Services
Likely to Engage tag.Highly Engaged Employees

Finance · Maine, United States · 1-10 Employees

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Overview

Headquarters

136 Commercial St Ste 301, Portland, Mai...

Phone Number

(207) 358-3099

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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Jul
ZI Rank
1
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1

About Guidance Point Retirement Services

Guidance Point Retirement Services, LLC is an independent institutional investment advisory and retirement plan consulting firm that operates on a 100% fee-for-service model, serving clients as fiduciaries. The firm specializes in the institutional marketplace, particularly focusing on retirement plans, and offers services such as plan design, fiduciary governance, vendor contract reviews, and investment management. With over 89 years of collective investment experience, they manage significant assets under advisement, including retirement plan assets. Their goal is to reduce fees for clients while providing comprehensive advisory services.Explore more
Guidance Point Retirement Services's Social MediaPopular SearchesGuidance Point Retirement Services LLCGuidance Point Retirement ServicesGuidance Point Retire Service LLCGuidance Point Retire Svcguidance point retire svc LLCSIC Code 62,628NAICS Code 52,523Show more

Guidance Point Retirement Services Org Chart

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Managing Principal

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Investment Operations Analyst

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Investment Consultant

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Investment Consultant

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Compare Similar Companies to Guidance Point Retirement Services

Compare insights from companies similar to Guidance Point Retirement Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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Number of Employees

Type

Funding

Founded In

Top Executive

Guidance Point Retirement...

<$5M
1-10
Private
-
2012
AW
A.J. WalkerManaging Principal
$9.7M
11-50
Private
<$5M
2003
BK
Becki KoldsbaekChief Compliance Officer
$8.1M
11-50
Private
-
2005
N/A
$5.3M
11-50
Private
-
2005
GD
Garalyn DavisSenior Cipm, Client Service Manager
<$5M
11-50
Private
-
1993
N/A
<$5M
1-10
Private
-
2017
AB
Andrea BadzaClient Service Manager
<$5M
1-10
Private
-
1989
JI
Jessica IzziManager, Client Relations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Guidance Point Retirement Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Guidance Point Retirement Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Guidance Point Retirement Services.

Guidance Point Retirement Services Tech Stack

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Frequently Asked Questions Regarding Guidance Point Retirement Services

What is Guidance Point Retirement Services's official website?
Guidance Point Retirement Services's official website is www.guidancepointrs.com
What is Guidance Point Retirement Services's Revenue?
Guidance Point Retirement Services's revenue is <$5 Million
What is Guidance Point Retirement Services's SIC code?
Guidance Point Retirement Services's SIC: 62,628
What is Guidance Point Retirement Services's NAICS code?
Guidance Point Retirement Services's NAICS: 52,523
How many employees does Guidance Point Retirement Services have?
Guidance Point Retirement Services has 1-10 employees
What industry does Guidance Point Retirement Services belong to?
Guidance Point Retirement Services is in the industry of: Finance, Securities Trading
What is Guidance Point Retirement Services competition?
Guidance Point Retirement Services top competitors include: Planmark Financial Group, MBC Investment Consulting, Multnomah Group, FiduciaryVest
What technology does Guidance Point Retirement Services use?
Some of the popular technologies that Guidance Point Retirement Services uses are: Google Universal Analytics, Squarespace Online Stores, HubSpot, Adobe Typekit
How do I contact Guidance Point Retirement Services?
Guidance Point Retirement Services contact info: Phone number: (207) 358-3099 Website: www.guidancepointrs.com
What does Guidance Point Retirement Services do?

Guidance Point Retirement Services, LLC is an independent institutional investment advisory and retirement plan consulting firm that operates on a 100% fee-for-service model, serving clients as fiduciaries. The firm specializes in the institutional marketplace, particularly focusing on retirement plans, and offers services such as plan design, fidu... ciary governance, vendor contract reviews, and investment management. With over 89 years of collective investment experience, they manage significant assets under advisement, including retirement plan assets. Their goal is to reduce fees for clients while providing comprehensive advisory services.Read More

What are Guidance Point Retirement Services social media links?
Guidance Point Retirement Services Linkedin page Guidance Point Retirement Services Twitter page Guidance Point Retirement Services Facebook page
Is Guidance Point Retirement Services a public company?
Guidance Point Retirement Services is private company therefore does not currently have an official ticker symbol
See more information about Guidance Point Retirement Services

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