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Guidance Wealth Advisors
1225 New Jersey 31, Lebanon, New Jersey, United States
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About the Guidance Wealth Advisors
Guidance Wealth Advisors is a finance institution located at 1225 New Jersey 31, Lebanon, New Jersey, United States. We are dedicated to providing significant, tangible value to the families we serve, helping them live more financially stress-free lives. As an independent firm, we align ourselves with strategic partners and financial tools that have a proven track record of getting results. Our founder, Nick Guida, has a mission to empower individuals, families, and foundations with custom-built strategies and resources. With a focus on creating genuine relationships and strong values, we aim to help our clients achieve financial security and live with purpose. Our team includes dedicated professionals like Operations Manager Judy Kim and Director of First Impressions Tiffany, who bring years of experience and a commitment to excellent client service. We also collaborate with U.S. Private Wealth, LLC to provide exclusive access to “The Efficient Portfolio” process for our clients. With a strong emphasis on education and research, our team is committed to helping families protect, grow, and reduce taxes on their wealth. We are here to support our clients every step of the way on their financial journey.
Photos of Guidance Wealth Advisors
1225 NJ-31 Building C Suite 324, Lebanon, NJ 08833, United States
Opening hours of Guidance Wealth Advisors
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Guidance Wealth Advisors
"GWA is a great place to create a confident plan for your retirement. Nick can develop a diversified strategy to meet any investing comfort level, and Heather provides great, timely follow-up when implementing or adjusting the plan."
"I was reluctant to find another advisor, thinking that they all do basically the same thing. Boy am I glad that I was wrong. Nick is not your average planner, who just throws your money into an account and collects a fee. He is innovative and creative, and goes out and finds new avenues to grow wealth instead of sitting on commissions. He is honest and reliable, and takes our accounts just as seriously as his own. Sit down with him for five minutes and it will be obvious that he is a cut above the rest. Don't waste your time and money trusting anyone else."
"I have been associated with Nick Guida of Guidance Wealth Advisors since 2016. My wife and I were previously represented by a large financial advisor firm for 12 years. Initially our advisor seemed to show an interest in our financial well being. His advice was a buy and hold strategy. As time passed we felt it was in our best interest to have our investments managed more effectively. During our six years with Nick he managed our investments effectively. He suggested new ways to grow our portfolio that was unique to us. Not a cookie cutter plan. Our investments grew and remained safe. Nick is personable, hard working with integrity. We felt extremely comfortable working with Nick. He always follows up with his clients."
"I first met Nick when I worked with him at his previous firm. After seeing how well he treated his clients and how his clients trusted and respected him, I knew that I wanted him to become our financial advisor too and my husband and I moved our money to him. Nick is a continuous learner of the industry; always reading, attending webinars, and attending classes so he can always offer his clients the very best advice and recommendations. Nick has a conscience, is honest and has high integrity, and will only make recommendations that he believes will benefit the client. He takes the time to listen to your goals and objectives and will customize a plan to meet those goals and objectives. He is quick to return phone calls and e-mails and will make himself available to you for questions and concerns. My husband and I highly recommend Nick Guida as a Financial Advisor. Jeff and Sandy Taschler"
"Nick is everything you want in a financial advisor. He's smart, innovative, creative and understanding. He's always had our back to protect our investments and also shown us ways to improve our positions in the market. And he's proactive. He'll let us know where market trends are headed before we've had to ask. We're very satisfied with his performance and hope to be with him for the long haul."
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