Guided Wealth Management, LLC

www.guided-wealth.com

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. Working through our broker/dealer NEXT Financial Group, INC., we have access to hundreds of investment and insurance solutions. 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. Securities and investment advisory services are offered through NEXT Financial Group, Inc., member FINRA/SIPC. Guided Wealth Management is not an affiliate of NEXT Financial Group, Inc. Investment products and services available only to residents of AL, CA, CT, DE, FL, GA, HI, ID, MA, MD, MO, NC, NJ, PA, PR, SC, TX, VA, and WA. http://www.guided-wealth.com

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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. Working through our broker/dealer NEXT Financial Group, INC., we have access to hundreds of investment and insurance solutions. 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. Securities and investment advisory services are offered through NEXT Financial Group, Inc., member FINRA/SIPC. Guided Wealth Management is not an affiliate of NEXT Financial Group, Inc. Investment products and services available only to residents of AL, CA, CT, DE, FL, GA, HI, ID, MA, MD, MO, NC, NJ, PA, PR, SC, TX, VA, and WA. http://www.guided-wealth.com

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Country

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State

Pennsylvania

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City (Headquarters)

West Chester

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Employees

1-10

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Founded

2006

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Founder and Fiduciary Financial Planner

    Email ****** @****.com
    Phone (***) ****-****
  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Owner and Tech

    Email ****** @****.com
    Phone (***) ****-****
  • Investor and Co - Creator

    Email ****** @****.com
    Phone (***) ****-****

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