Insights

Niche Expertise Guidance Point Retirement Services specializes in independent, fee-for-service retirement plan consulting, serving as fiduciaries and emphasizing conflict-free advice, which appeals to organizations seeking unbiased retirement plan partners.

Target Market With a small team of 2-10 employees and a revenue range of 1 million to 10 million dollars, the company is well-positioned to engage mid-sized retirement plans and organizations looking for personalized consulting services.

Technology Utilization The company leverages modern technology stacks such as HubSpot, Cloudflare, and JSON-LD, indicating a focus on client engagement, digital security, and efficient service delivery—potential selling points for digital transformation solutions.

Growth Opportunities Given their focus on investment consulting, fiduciary governance, and employee engagement, there are opportunities to offer additional HR tech, compliance solutions, or financial planning tools to enhance client offerings and deepen relationships.

Competitive Landscape Compared to larger firms like Fidelity or Charles Schwab, Guidance Point’s boutique approach and specialized services present opportunities to target smaller to mid-sized organizations that value personalized and conflict-free retirement plan consulting.

Guidance Point Retirement Services, LLC. Tech Stack

Guidance Point Retirement Services, LLC. uses 8 technology products and services including Font Awesome, JSON-LD, Slick, and more. Explore Guidance Point Retirement Services, LLC.'s tech stack below.

  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Slick
    Javascript Libraries
  • HubSpot
    Marketing Automation
  • LinkedIn
    Online Community Software
  • HSTS
    Security
  • Cloudflare Bot Management
    Security
  • Piwik
    System Analytics & Monitoring

Media & News

Guidance Point Retirement Services, LLC.'s Email Address Formats

Guidance Point Retirement Services, LLC. uses at least 1 format(s):
Guidance Point Retirement Services, LLC. Email FormatsExamplePercentage
FirstLast@guidancepointrs.comJohnDoe@guidancepointrs.com
45%
FirLast@guidancepointrs.comJohDoe@guidancepointrs.com
28%
Last@guidancepointrs.comDoe@guidancepointrs.com
18%
FiLast@guidancepointrs.comJoDoe@guidancepointrs.com
9%

Frequently Asked Questions

Where is Guidance Point Retirement Services, LLC.'s headquarters located?

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Guidance Point Retirement Services, LLC.'s main headquarters is located at 136 Commercial Street Suite #301 Portland, Maine United States. The company has employees across 1 continents, including North America.

What is Guidance Point Retirement Services, LLC.'s phone number?

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You can contact Guidance Point Retirement Services, LLC.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Guidance Point Retirement Services, LLC.'s official website and social media links?

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Guidance Point Retirement Services, LLC.'s official website is guidancepointrs.com and has social profiles on LinkedIn.

What is Guidance Point Retirement Services, LLC.'s SIC code NAICS code?

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Guidance Point Retirement Services, LLC.'s SIC code is 6726 - Unit Investment Trusts, Face-Amount Certificate Offices, and Closed-End Management Investment Offices NAICS code is 52 - Finance and Insurance.

How many employees does Guidance Point Retirement Services, LLC. have currently?

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As of April 2026, Guidance Point Retirement Services, LLC. has approximately 6 employees across 1 continents, including North America. Key team members include Principal, Chief Investment Officer: B. S.Managing Partner: W. D.Managing Principal: A. W.. Explore Guidance Point Retirement Services, LLC.'s employee directory with LeadIQ.

What industry does Guidance Point Retirement Services, LLC. belong to?

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Guidance Point Retirement Services, LLC. operates in the Financial Services industry.

What technology does Guidance Point Retirement Services, LLC. use?

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Guidance Point Retirement Services, LLC.'s tech stack includes Font AwesomeJSON-LDSlickHubSpotLinkedInHSTSCloudflare Bot ManagementPiwik.

What is Guidance Point Retirement Services, LLC.'s email format?

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Guidance Point Retirement Services, LLC.'s email format typically follows the pattern of FirstLast@guidancepointrs.com. Find more Guidance Point Retirement Services, LLC. email formats with LeadIQ.

When was Guidance Point Retirement Services, LLC. founded?

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Guidance Point Retirement Services, LLC. was founded in 2012.

Guidance Point Retirement Services, LLC.

Financial ServicesMaine, United States2-10 Employees

Guidance Point Retirement Services is an independent retirement plan consulting firm headquartered in Portland, ME. We are a 100% fee-for-service consulting firm, serving our investment consulting clients as fiduciaries to their plan. Our focus within the retirement plan marketplace, and our conflict-free structure, enable us to serve as a trusted partner for our clients. The professionals at Guidance Point Retirement Services have extensive experience and resources in our core competencies: Investment Consulting, Vendor Search, Fiduciary Governance, Fee Benchmarking, Employee Engagement, and Plan Design.

Guidance Point Retirement Services does not endorse and is not liable for any content developed by third parties. Third party content shared, linked, reposted, tweeted or referenced by herein is for ease of reference only and may not accurately reflect the views of Guidance Point Retirement Services.

Connecting or following an individual or company does not constitute an endorsement by Guidance Point Retirement Services or its employees. Individuals or companies connected to or following Guidance Point Retirement Services or its employees should not be construed as a testimonial regarding any services provided by our firm.

Section iconCompany Overview

Headquarters
136 Commercial Street Suite #301 Portland, Maine United States
Phone number
SIC Code
6726 - Unit Investment Trusts, Face-Amount Certificate Offices, and Closed-End Management Investment Offices
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Guidance Point Retirement Services, LLC.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Guidance Point Retirement Services, LLC.'s revenue is estimated to be in the range of $1M$10M

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