GoalPath Solutions is an independent RIA and serves over $1.5B in retirement plan assets. Formed in 2018, GoalPath Solutions was recognized by Financial Times as one of America’s Top 401 Retirement Plan Advisers and also received 401(k) Specialist Magazine’s Top Advisor by Participant Outcomes (TAPO) Award for the month of October. GoalPath Solutions is a CEFEX Certified firm. CEFEX is an independent global assessment organization. Its mission is to promote and verify excellence by assessing and certifying conformity to high professional standards of conduct.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 10975 Benson Dr, Overland Park,kansas 66210,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- goalpathsolutions.com
- Keywords
- Retirement Planning, 401(k) Plans, 403(b) Plans, Cash Balance Plans, Asset Management, Fiduciary Advisors, Financial Wellness, Wealth Management.
- HQ
- Overland Park, Kansas
Goalpath Solutions, Llc Questions
Goalpath Solutions, Llc's website is goalpathsolutions.com
Goalpath Solutions, Llc's LinkedIn profile is https://www.linkedin.com/company/goalpath-solutions-llc
Goalpath Solutions, Llc has
7 employees.
View email and phone details for 7
employees at Goalpath Solutions, Llc.
Goalpath Solutions, Llc's industry is
Financial Services
Goalpath Solutions, Llc's top competitors are
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Goalpath Solutions, Llc's categories are Financial Services
Goalpath Solutions, Llc's founding year is 2018
