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.
7-day free trial · no credit card
Verified contacts
5
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
54
organic / mo
Sign up free to see all 5 verified contacts at Guided Wealth Management, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- JC
Jesse Colgan
Partner · General Business & Management
EmailPhone - GS
Gary Siano
Account Executive · Sales & Business Development
EmailPhone
Showing 2 of 5 verified contacts
Top roles at Guided Wealth Management, Llc
4 distinct titles indexed · top 4 shown.
- 2partner
- 1account executive
- 1administrative assistant
- 1sales coordinator
Sign up to unlock all 5 contacts at Guided Wealth Management, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 5 verified contacts at Guided Wealth Management, Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.