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


Curtis Worcester
Investment Consultant
Guidance Point Retirement Services LLC
United States, Maine, Bangor
About Me
Profile Information
Investment Consultant
Guidance Point Retirement Services LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Bangor
Maine
United States
Aug 16, 2025
Keylinks
More profiles to browse

A.J. Walker
Managing Principal
BS
Benjamin Smith
Principal & Chief Investment Officer
DL
Debra Levine
Investment Consultant, Retirement Plan Consultant
You Might Like
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc