Guide My Finances Email Formats

Financial Services • Carlsbad, California, United States • 1-10 Employees

Guide My Finances Email Formats

Guide My Finances uses 1 email format. The most common is {first initial} (e.g., j@guidemyfinances.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@guidemyfinances.com	100%

Key Contact at Guide My Finances

Josh Mazur

Director Of Business Development

Company overview

Headquarters	1265 Carlsbad Village Dr, 201, Carlsbad, California 92008, US
Phone number	+17605477585
Website	guidemyfinances.com
NAICS	52
SIC	628
Keywords	Investment Management, Fee Based Financial Planning, Business Retirement Planning, Flat Fee Financial Planning
Founded	2008
Employees	1-10
Socials

About Guide My Finances

We provide comprehensive full service financial planning at a flat fee and asset management services. Our financial planning services include a wide range of areas customized to each client's individual needs. Areas of inquiry include: cash flow management, retirement savings plans, retirement distribution plans, tax analysis, stock option planning, restricted stock planning, employee stock plans, college savings planning, and asset allocation. We also provide divorce financial planning services designed to evaluate any current settlement offers, assist parties with financial settlement proposals, provide income available for support analysis, stock division, investment analysis and facilitating division of assets. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Additional advisory services offered through Guide My Finances. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Senior

Director

Employees by Department

Guide My Finances has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Guide My Finances has never raised funding before.

Guide My Finances Tech Stack

Discover the technologies and tools that power Guide My Finances's digital infrastructure, from frameworks to analytics platforms.

jQuery Modal

JavaScript libraries

PWA

Miscellaneous

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Apache HTTP Server

Web servers

BeTheme

WordPress themes

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

MailChimp

Google Analytics

Analytics

Frequently asked questions

Guide My Finances is located in Carlsbad, California, US.

You can reach Guide My Finances at +17605477585.

Guide My Finances was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

Guide My Finances has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Guide My Finances

Josh Mazur

Director Of Business Development

4.8

40,000 users