CoverProfile

Curtis Worcester

Investment Consultant

Guidance Point Retirement Services LLC

United States, Maine, Bangor

About Me

Curtis serves as an Investment Consultant for Guidance Point Retirement Services, LLC. He focuses on individual investment advice, retirement plan support services, and participant education. Curtis has spent his career devoted to serving individual clients and institutions through the highest level of client service. He has extensive expertise in solving a wide array of client requests including investment guidance. Additional responsibilities include providing redundancy to Chief Investment Officer and Investment consultants for client services, performing fee benchmarks on vendor contracts for retirement plans, interacting and advocating with plan custodians & recordkeepers, and as

View more

Profile Information

Investment Consultant

Guidance Point Retirement Services LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Bangor

Maine

United States

Aug 16, 2025

More profiles to browse

DL
Debra Levine
Investment Consultant, Retirement Plan Consultant
Profile Photo
A.J. Walker
Managing Principal
Profile Photo
Benjamin Smith
Principal, Chief Investment Officer

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BH
Bob Helmer
President Emeritus
Baldwin Wallace University