Guidance Point Retirement Services, LLC
Guidance Point Retirement Services, LLC (CRD# 161000) is a financial advisory firm headquartered in Portland, ME. They manage $51,173,346 in 7 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management51MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$7,310,478
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
MA, ME, NH
Debra Levine (CRD# 1551167) is an Investment Advisor Representative working at Guidance Point Retirement Services, LLC in Portland, ME and has over 21 years of experience in the finance industry.