Guidance Wealth

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

3140 Windsor Ct, Elkhart, Indiana, 46514...

Phone Number

(574) 333-2083

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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Mar
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May
ZI Rank
1
1
1
1
1
1

About Guidance Wealth

Guidance Wealth, LLC is an independent wealth management and financial planning firm based in Elkhart, Indiana, offering a broad range of financial services including retirement planning, tax and estate planning, and insurance services. They cater to individuals, families, and businesses at various stages of their financial journey, emphasizing a holistic approach to enhance the quality of their clients' financial assets and lives. The firm is staffed by high-level professionals who integrate their expertise to provide a well-rounded experience tailored to the clients' needs. Their mission is to serve as a reliable source of direction for clients aiming to achieve their financial goals.Explore more
Guidance Wealth's Social MediaPopular SearchesGuidance Wealth LLCGuidance Investment Advisors LLCGuidance WealthWealth Resources IncGuidance Tax & Accounting LLCSIC Code 62,628NAICS Code 52,523Show more

Guidance Wealth Org Chart

PhoneEmail
MG
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Partner

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KJ
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Client Service Specialist

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GT
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Client Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Guidance Wealth

<$5M
1-10
Private
-
2010
<$5M
1-10
Private
-
2016
AA
Alexandra AlexandrouDirector, Operations
<$5M
1-10
Private
-
2010
DL
Dani LehrkeDirector, Operations
<$5M
1-10
Private
-
1990
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
1972
FB
Frank BaileyVice President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Guidance Wealth Tech Stack

A closer look at the technologies used by Guidance Wealth

Guidance Wealth News & Media

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Frequently Asked Questions Regarding Guidance Wealth

What is Guidance Wealth's official website?
Guidance Wealth's official website is www.guidancewealth.com
What is Guidance Wealth's Revenue?
Guidance Wealth's revenue is <$5 Million
What is Guidance Wealth's SIC code?
Guidance Wealth's SIC: 62,628
What is Guidance Wealth's NAICS code?
Guidance Wealth's NAICS: 52,523
How many employees does Guidance Wealth have?
Guidance Wealth has 1-10 employees
What industry does Guidance Wealth belong to?
Guidance Wealth is in the industry of: Finance, Securities Trading
What is Guidance Wealth competition?
Guidance Wealth top competitors include: Rogers Financial Group, Copper Canyon Wealth Management, Boston Retirement Group, Charles Bailey & Associates
What technology does Guidance Wealth use?
Some of the popular technologies that Guidance Wealth uses are: reCAPTCHA, Snowplow, Google Universal Analytics, Cloudflare CDN
How do I contact Guidance Wealth?
Guidance Wealth contact info: Phone number: (574) 333-2083 Website: www.guidancewealth.com
What does Guidance Wealth do?

Guidance Wealth, LLC is an independent wealth management and financial planning firm based in Elkhart, Indiana, offering a broad range of financial services including retirement planning, tax and estate planning, and insurance services. They cater to individuals, families, and businesses at various stages of their financial journey, emphasizing a h... olistic approach to enhance the quality of their clients' financial assets and lives. The firm is staffed by high-level professionals who integrate their expertise to provide a well-rounded experience tailored to the clients' needs. Their mission is to serve as a reliable source of direction for clients aiming to achieve their financial goals.Read More

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

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