Guidance Point Retirement Services, LLC. Employee Directory

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.

Find Guidance Point Retirement Services, LLC. employees' phone numbers or email addresses

Guidance Point Retirement Services, LLC. Global Highlights

North America
17

United States Of America
17

Guidance Point Retirement Services, LLC.'s Leadership

B. S.
Principal, Chief Investment Officer
Mobile Phone
Email
W. D.
Managing Partner
Mobile Phone
Email
A. W.
Managing Principal
Mobile Phone
Email
B. S.
Principal
Mobile Phone
Email
C. R.
Retirement Plan Consultant
Mobile Phone
Email
T. G.
Retirement Plan Consultant
Mobile Phone
Email
C. W.
Investment Consultant
Mobile Phone
Email
A. D.
Investment Consultant
Mobile Phone
Email

Guidance Point Retirement Services, LLC. Employee Metrics

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2026

2025

Banking
Accounting
Administrative
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Contact profiles from Guidance Point Retirement Services, LLC.

Name

Title

Contact Info

Location

Last Update

B. S.
Principal, Chief Investment Officer
Mobile Phone
Email
United StatesMaine
Dec 04, 2025
W. D.
Managing Partner
Mobile Phone
Email
Oct 21, 2024
A. W.
Managing Principal
Mobile Phone
Email
United StatesMaine
Oct 19, 2025
B. S.
Principal
Mobile Phone
Email
UNITED STATES
Dec 04, 2025
C. R.
Retirement Plan Consultant
Mobile Phone
Email
United StatesMaine
Nov 11, 2025
T. G.
Retirement Plan Consultant
Mobile Phone
Email
United StatesMassachusetts
Nov 17, 2025
C. W.
Investment Consultant
Mobile Phone
Email
United StatesMaine
Nov 14, 2025
A. D.
Investment Consultant
Mobile Phone
Email
United StatesMaine
Sep 15, 2024
C. D. C.
Investment Consultant
Mobile Phone
Email
Oct 17, 2024
L. P.
Investment Consultant
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Guidance Point Retirement Services, LLC. known for?

Guidance Point Retirement Services, LLC. was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 136 Commercial Street Suite #301 Portland, Maine 04101 United States; you can contact the main corporate office by phone at

+1-207-358-****

. Explore Guidance Point Retirement Services, LLC.'s company overview page for more information.

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

Guidance Point Retirement Services, LLC. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Guidance Point Retirement Services, LLC. email formats with LeadIQ.

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

Guidance Point Retirement Services, LLC. has approximately 6 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Guidance Point Retirement Services, LLC.'s key employees and leadership?

As of February 2026, Guidance Point Retirement Services, LLC.'s key employees include:

Principal, Chief Investment Officer: B. S.
Managing Partner: W. D.
Managing Principal: A. W.
Principal: B. S.
Retirement Plan Consultant: C. R.

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