shahira v S.
The customer service representative was…
The customer service representative was very knowledgeable, friendly, patient, and extremely helpful. I truly appreciate the assistance provided. Thank you.

Guideline is now part of @Gusto. Together, we have helped 34,000 businesses and their employees save for retirement.As part of the Gusto ecosystem, Guideline offers streamlined retirement solutions designed to simplify plan management, administration, and compliance. Employees receive a user-friendly experience to enroll and manage their financial future. Our mission is to help companies effortlessly offer a powerful retirement benefit their team can truly appreciate.For informational purposes only. Should not be considered investment or tax advice.
Guideline (guideline.com) has 371 customer reviews on Five Star Index, with an average rating of 3.4 out of 5.
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shahira v S.
The customer service representative was very knowledgeable, friendly, patient, and extremely helpful. I truly appreciate the assistance provided. Thank you.
Yelitza C.
John was very patient and walk me through step by step in setting up my account. He was very knowledgeable… Kind Regards, YF
Kylie L.
We had a question about a tax filing and they answered very quickly and walked me through the steps. The process was very seamless and easy to understand!
Davis J.
Very nice lady helped me. She was patient & knowledgable.
Clint
Excellent customer service and very knowledgeable employees.
Jeff R.
Jessica is a rock star CSR!!! She walked me through every step of getting my RMD set up. The whole process was quick, easy and straightforward. Thanks for all your help Jessica!!!!
Patty R.
Luis answered all my questions and explained the answers.
Amy S.
Liz was very kind and patient walking me through the steps needed for a cash withdrawal and a rollover.