Guided Wealth Management, LLC

Guided Wealth Management, LLC

Financial Services West Chester, Pennsylvania, United States 8 employees
Employees
8
Contacts
1
Emails
1
Phones
1

Guided Wealth Management, LLC Overview

Headquarters
West Chester, Pennsylvania, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
8
Founded
2006
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Guided Wealth Management, LLC

Guided Wealth is an independent financial services firm whose focus is mainly retirement. Unlike many large corporate financial firms whose representatives are aligned with a specific company or product, we are independent Securities and investment advisory services offered through Founders Financial Securities, LLC, Member FINRA/SIPC and Registered Investment Advisor. While some advisors seek to solve your needs with one product (usually indexed annuities or mutual funds), at Guided Wealth we have access to multiple solutions. Through our many relationships we can offer mutual funds, stocks, bonds, brokerage CDs, money markets, ETFs, fixed annuities, indexed annuities, variable annuities, immediate annuities, traded and non-traded REITs, and more. We have the resources to do what we believe is in your best interest. Independent Financial Advisor specializing in retirement income planning for corporate executives and small business owners. I see individuals to and Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. http://www.guided-wealth.com

Guided Wealth Management, LLC Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage
Phone contacts
1
25.0% coverage

Guided Wealth Management, LLC Org Chart

Sample employees and titles
Name Title Contact
Jo Davis Administration Assistant
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Tara Siano Communications Specialist
Email Phone
Samantha Saperstein
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Gary Siano, Ricp® Guiding Executives and Business Owners
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Employees by Management Level

Individual contributor 2 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Marketing 1 1 1

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