Guided Path Financial
Financial Services
500 W. 3rd Avenue
4 employees
- Employees
- 4
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Guided Path Financial Overview
- Headquarters
- 500 W. 3rd Avenue
- Website
- guidedpathfinancial.com
- Industry
- Financial Services
- Employees
- 4
- Founded
- 2017
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Guided Path Financial
With a genuine compassion for helping people, our talented professional here at Guided Path Financial truly want the best for you and your family. It is that passion that drives us in all we do. For most people, a comfortable retirement is an admirable aspiration, but unless you track, quantify, and attach a time frame to this aspiration, it rarely becomes an attainable goal. At Guided Path Financial, we can help by devising savings and investing strategies to meet your long and short-term financial goals. Whether you are 5 years, 10 years, or 30 years away from retirement, you and your family can benefit from having a cohesive financial plan and an attainable investment strategy. At Guided Path Financial, we can help you evaluate your financial and retirement goals, and design a highly customized strategy to help lead you toward meeting your objectives. We can assist you in starting the planning process and take the guesswork out of preparing for your financial future. Contact us today to find out more about how we can help you. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IL, IN, LA, NJ, NY, OH, PA, SC, and TX. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network. Member FINRA, SIPC, A Registered Investment Advisor. www.FINRA.org / www.SIPC.org. Guided Path Financial, 500 W 3rd Avenue Suite 3, Corsicana TX 75110 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html
Guided Path Financial Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 1
- 33.3% coverage
Guided Path Financial Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Bryn Henry | Financial Advisor | Dallas, Texas, United States |
Email
Phone
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| Ryan Lee | Financial Advisor at Guided Path | Plano, Texas, United States |
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| Claudia Perez Brown | Vice President at Guided Path Financial | Plano, Texas, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 1 |
| Executive | 1 | 1 | 0 |