Guidance Point Retirement Services LLC

  • Financial Services
  • Portland ME
  • 4 employees
  • Financial Services
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Company Overview

Headquarters
136 Commercial St, Suite #301, Portland ME
Website
guidancepointrs.com
Phone
(207) 358-3099
Employees
4
Founded in
2012
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Guidance Point Retirement Services LLC

Guidance Point Retirement Services LLC is a limited liability company based in Portland, Maine. The firm is small, with 4 employees, and generates $2.5 million in annual revenue. Guidance Point Retirement Services specializes in providing independent retirement plan consulting services. They act as fiduciaries for their investment consulting clients, prioritizing their clients' best interests. Their services include investment consulting, vendor search, fiduciary governance, fee benchmarking, employee engagement, and plan design. The company emphasizes its conflict-free structure, allowing them to serve as a trusted partner for their clients within the retirement plan marketplace. Guidance Point Retirement Services distinguishes itself through its extensive experience and resources in its core competencies, ensuring comprehensive support for clients navigating the complexities of retirement planning. To learn more about Guidance Point Retirement Services and its offerings, visit their website at guidancepointrs.com.

Company Leadership

A.j. Walker

Managing Principal

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Guidance Point Retirement Services LLC Industry Tags

Investment Consulting
ERISA Consulting
Fee Benchmarking
Vendor Search
Employee Engagement
Retirement Readiness
Fiduciary Governance
Retirement Plan Design
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FAQ

What is the location of Guidance Point Retirement Services LLC's headquarters?
The headquarters of Guidance Point Retirement Services LLC are situated at 136 Commercial St, Suite #301, Portland ME
What is Guidance Point Retirement Services LLC's phone number?
Guidance Point Retirement Services LLC's contact number is (207) 358-3099.
What is Guidance Point Retirement Services LLC's official website?
The official website of Guidance Point Retirement Services LLC can be found at guidancepointrs.com.
What is Guidance Point Retirement Services LLC's current revenue?
As of April 2018, Guidance Point Retirement Services LLC's annual revenue reached $3B.
How many employees does Guidance Point Retirement Services LLC currently have?
Guidance Point Retirement Services LLC employs approximately 4+ people as of April 2018
Which industries is Guidance Point Retirement Services LLC primarily operating in?
Guidance Point Retirement Services LLC operates in the following industries: Finance, Credit
Who is the Managing Principal of Guidance Point Retirement Services LLC?
Guidance Point Retirement Services LLC's Managing Principal is A.j. Walker
What are Guidance Point Retirement Services LLC's industry tags?
Guidance Point Retirement Services LLC's industry tags include: Investment Consulting, ERISA Consulting, Fee Benchmarking
When was Guidance Point Retirement Services LLC founded?
Guidance Point Retirement Services LLC was founded in 2012.

Employee Directory

Key Employees

Benjamin Smith

Principal, Chief Investment Officer

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Parker Sanderson

Investment Operations Analyst

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