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GoalPath Solutions, LLC

GoalPath Solutions, LLC

金融服务

Overland Park，Kansas 176 位关注者

We help employers and their participants achieve their unique retirement goals.

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关于我们

GoalPath Solutions is an independent RIA and serves over $1.5B in retirement plan assets. Formed in 2018, GoalPath Solutions was recognized by Financial Times as one of America’s Top 401 Retirement Plan Advisers and also received 401(k) Specialist Magazine’s Top Advisor by Participant Outcomes (TAPO) Award for the month of October. GoalPath Solutions is a CEFEX Certified firm. CEFEX is an independent global assessment organization. Its mission is to promote and verify excellence by assessing and certifying conformity to high professional standards of conduct.

网站
https://goalpathsolutions.com
所属行业
金融服务
规模
11-50 人
总部
Overland Park，Kansas
类型
私人持股
创立
2018
领域
Retirement Planning、401(k) Plans、403(b) Plans、Cash Balance Plans、Asset Management、Fiduciary Advisors、Financial Wellness和Wealth Management

地点

  • 主要

    10975 Benson Dr

    US，Kansas，Overland Park，66210

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