Guided Path Financial

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

5700 W Plano Pkwy Ste 2300, Plano, Texas...

Phone Number

(972) 755-9000

Revenue

<$5 Million

Industry

Finance Securities Trading

About Guided Path Financial

Guided Path Financial offers a range of financial services including financial planning, wealth management, retirement planning, risk management, and insurance. Their team of advisors is dedicated to helping clients achieve their long and short-term financial goals through customized strategies. They cater to individuals and families looking to secure a comfortable retirement and manage their financial futures effectively. The firm also specializes in small business 401k solutions, providing tailored support for business owners.Explore more
Guided Path Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Guided Path Financial Org Chart

PhoneEmail
Bryn Henry, President & Financial Advisor at Guided Path Financial
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President & Financial Advisor

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Client Relationship Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Guided Path Financial

<$5M
1-10
Private
-
-
Bryn Henry, President & Financial Advisor at Guided Path Financial
Bryn HenryPresident & Financial Advisor
<$5M
11-50
Private
-
2008
KM
Kyle MantheiDirector, Business Development
<$5M
1-10
Private
-
1998
MK
Margaret KriviskiManager, Business
<$5M
1-10
Private
-
1990
Neil Hoyt, Partner, President at Michael Roberts Associates
Neil HoytPartner, President
<$5M
1-10
Private
-
1997
<$5M
1-10
Private
-
-
TR
Tiffany RaczkowskiManager, Client Services
<$5M
1-10
Private
-
1996
MR
Melissa RobinsonOffice Manager
Illustration of an envelope

Guided Path Financial Tech Stack

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Frequently Asked Questions Regarding Guided Path Financial

What is Guided Path Financial's official website?
Guided Path Financial's official website is www.guidedpathfinancial.com
What is Guided Path Financial's Revenue?
Guided Path Financial's revenue is <$5 Million
What is Guided Path Financial's SIC code?
Guided Path Financial's SIC: 62,628
What is Guided Path Financial's NAICS code?
Guided Path Financial's NAICS: 52,523
How many employees does Guided Path Financial have?
Guided Path Financial has 1-10 employees
What industry does Guided Path Financial belong to?
Guided Path Financial is in the industry of: Finance, Securities Trading
What is Guided Path Financial competition?
Guided Path Financial top competitors include: Foundation Financial Advisors, First Reserve Retirement Services, Riverstone Wealth Partners, Michael Roberts Associates
What technology does Guided Path Financial use?
Some of the popular technologies that Guided Path Financial uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, FMG Suite
How do I contact Guided Path Financial?
Guided Path Financial contact info: Phone number: (972) 755-9000 Website: www.guidedpathfinancial.com
What does Guided Path Financial do?

Guided Path Financial offers a range of financial services including financial planning, wealth management, retirement planning, risk management, and insurance. Their team of advisors is dedicated to helping clients achieve their long and short-term financial goals through customized strategies. They cater to individuals and families looking to sec... ure a comfortable retirement and manage their financial futures effectively. The firm also specializes in small business 401k solutions, providing tailored support for business owners.Read More

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

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