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
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Guided Path Financial

Guided Path Financial specializes in providing comprehensive financial planning and wealth management services, including retirement planning, risk management, and college education planning. Their team is dedicated to helping clients achieve their financial goals through customized strategies tailored to individual needs. They cater to families and small business owners, particularly those looking to establish 401k plans. With a focus on compassionate service, Guided Path Financial aims to simplify the financial planning process for their clients.Explore more
Guided Path Financial's Social MediaPopular SearchesGuided Path FinancialWww GuidedpathfinancialSIC Code 62,628NAICS Code 52,523Show more

Guided Path Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Guided Path Financial

<$5M
1-10
Private
-
-
CB
Claudia BrownVice President
<$5M
11-50
Private
-
2008
KM
Kyle MantheiDirector, Business Development
<$5M
1-10
Private
-
1998
MK
Margaret KriviskiManager, Business
<$5M
1-10
Private
<$5M
2010
NO
Nicholas OffenburgerFinancial Advisor
<$5M
1-10
Private
-
1990
CR
Cheston RoneyRegistered Principal, Branch Manager
<$5M
1-10
Private
-
1997
<$5M
1-10
Private
-
1996
GL
Gabrielle LevinAdministrative Assistant
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Guided Path Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

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, Offenburger Capital Management
What technology does Guided Path Financial use?
Some of the popular technologies that Guided Path Financial uses are: Drupal, PHP, Cloudflare Website Optimization, Google Universal Analytics
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 specializes in providing comprehensive financial planning and wealth management services, including retirement planning, risk management, and college education planning. Their team is dedicated to helping clients achieve their financial goals through customized strategies tailored to individual needs. They cater to families an... d small business owners, particularly those looking to establish 401k plans. With a focus on compassionate service, Guided Path Financial aims to simplify the financial planning process for their clients.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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