Nearly 20 years ago, GuidedChoice was founded to pioneer a more personalized and confident approach to retirement advice and management. GuidedChoice was among the first to use the power of online technology to provide greater access, customization and transparency. Since 1999, GuidedChoice has successfully partnered with DC Plan advisors to help not only their participants, but to also give advisor partners the support they need to succeed. GuidedChoice is a 3(38) fiduciary partner fully invested in participants’ long term success, to make your employer relationships even more successful. GuidedChoice’s “advisor friendly approach” can bring participant-level fiduciary protection as well as flex to the advisor’s investment strategy and options through its open architecture — while keeping the advisor in complete control of the client relationship. This allows the advisor to deepen client customization and trust, while freeing them up to focus on other facets of their business growth. With an employee preferred methodology designed to lower risk and volatility, a fiduciary role that covers participant as well as the Plan, and an industry-leading history of advisory support for nearly 20 years, GuidedChoice is the ideal partner to help your employees focus on their future while reducing your liability. GuidedChoice has no affiliations with any institutional investor or venture capital firm, or with any investment managers or brokerage firms. This allows us to work with anyone, including startups whose plans are often bypassed due to low plan balance.
View Top Employees from GuidedChoiceWebsite | http://www.guidedchoice.com/ |
Revenue | $7 million |
Employees | 25 (25 on RocketReach) |
Founded | 1999 |
Address | 200 S. Virginia Street Suite 310, Reno, Nevada 89501, US |
Phone | (888) 675-4532 |
Technologies |
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Industry | Financial Services, Finance, Finance General, Advice, Media and Entertainment, Consulting |
Web Rank | 2 Million |
Keywords | Guidedsavingssm, Guidedsavings Managed Account Option, Portfolio Theory, "Conservatism" "Projection" Inurl:Guidedchoice.Com, Modern Portfolio Theory |
Competitors | Frontier Wealth Management (Now CAPTRUST), Howard Capital Management, Inc., Runnymede Capital Management, Inc., SkyOak Wealth, Webb Financial Group |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular GuidedChoice employee's phone or email?
The GuidedChoice annual revenue was $7 million in 2024.
Sherrie Grabot is the Founder and Chief Executive Officer of GuidedChoice.
25 people are employed at GuidedChoice.
GuidedChoice is based in Reno, Nevada.
The NAICS codes for GuidedChoice are [523, 52393, 52, 5239].
The SIC codes for GuidedChoice are [62, 628].