GuidelineReviews of guideline.com

If you are looking for a firm to hold a 401k they can do that but that is about all they can do. Trying to get a detailed transaction report is a joke. Their responsiveness to investors is a joke. Their ability to timely process contributions is a joke. They have an extremely limited amount of funds to invest in. I am both an employer and an employee and this is the worst platform to carry 401k accounts. Based upon my interactions with their staff, they do not have financial professionals but simply Customer Support personnel. Stay away, Stay Far Far Away.

Tori was very helpful, and explained everything

Paul was very helpful and patient with my issue. And he was able to resolve it and get me to do all my diligence online fast and easy thank you so much Paul have a wonderful day great service I appreciate the outstanding customer service provided.

I dislike the fact that you guys had a merger and are making it very difficult for returning customers to log into their accounts and not explaining that the system's all screwed up now and former customers of the previous company can't log in now without jumping through hoops. The board of directors and executives existing and new members should all be penalized for this.

Representative was very knowledgeable and helpful.

Melissa was the first person who listened reacted and helped me an ongoing issue. I would hire her tomorrow!

Muy amables, con un excelente servicio y extrema paciencia... Mil Gracias

Helpful and friendly