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
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