The Guidance Group
Likely to Engage tag.Highly Engaged Employees

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

10250 SW Greenburg Rd Ste 120, Portland,...

Phone Number

(503) 452-0913

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 2
Signal Type
Dec
Jan
Feb
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Apr
May
ZI Rank
1
1
2
1
1
2

About The Guidance Group

The Guidance Group specializes in providing financial planning services, particularly focused on retirement planning. They offer a range of resources including articles, newsletters, and calculators to assist clients in navigating their financial futures. Their intended clients are individuals seeking guidance on retirement savings, Social Security, and Medicare. The firm emphasizes the importance of informed decision-making in achieving financial resilience and comfort in retirement.Explore more
The Guidance Group's Social MediaPopular SearchesThe Guidance GroupGuidance GroupGuidance Group IncGuidance Groupssi InvestmentsGuidance Group the SsiSIC Code 62,628NAICS Code 52,523Show more

The Guidance Group Org Chart

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President & Financial Advisor

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Certified Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Guidance Group

<$5M
1-10
Private
-
1991
TB
Tom BrattainPresident & Financial Advisor
<$5M
1-10
Private
-
2008
KC
Kasey CacciottoloAdministrative Assistant
<$5M
1-10
Private
-
2014
DW
Dana WebbCo-Founder & Financial Advisor
<$5M
1-10
Private
-
2016
JB
Jack BiedebachLpl Financial Advisor
<$5M
1-10
Private
-
2015
JK
Jonathan KroeningCertified Financial Planner
<$5M
1-10
Private
-
1984
LM
Ladd McKittrickLpl Financial Advisor
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

The Guidance Group Tech Stack

A closer look at the technologies used by The Guidance Group

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Frequently Asked Questions Regarding The Guidance Group

What is The Guidance Group's official website?
The Guidance Group's official website is www.theguidancegroup.com
What is The Guidance Group's Revenue?
The Guidance Group's revenue is <$5 Million
What is The Guidance Group's SIC code?
The Guidance Group's SIC: 62,628
What is The Guidance Group's NAICS code?
The Guidance Group's NAICS: 52,523
How many employees does The Guidance Group have?
The Guidance Group has 1-10 employees
What industry does The Guidance Group belong to?
The Guidance Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is The Guidance Group competition?
The Guidance Group top competitors include: Weyers McKeever Financial Partners, JBG Wealth Management, Fortress Wealth Advisors, Noffsinger Financial Group
What technology does The Guidance Group use?
Some of the popular technologies that The Guidance Group uses are: Google Font API, Google Tag Manager, Font Awesome, Cisco Email Security
How do I contact The Guidance Group?
The Guidance Group contact info: Phone number: (503) 452-0913 Website: www.theguidancegroup.com
What does The Guidance Group do?

The Guidance Group specializes in providing financial planning services, particularly focused on retirement planning. They offer a range of resources including articles, newsletters, and calculators to assist clients in navigating their financial futures. Their intended clients are individuals seeking guidance on retirement savings, Social Security... , and Medicare. The firm emphasizes the importance of informed decision-making in achieving financial resilience and comfort in retirement.Read More

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

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