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About GuidedChoice
GuidedChoice is a financial services company based in San Diego, specializing in retirement planning and financial wellness. Founded in 1999 by Sherrie E. Grabot, the company has pioneered the use of digital technology to deliver personalized financial advice. GuidedChoice operates as a subsidiary of GuidedChoice.com, Inc., and is committed to providing innovative solutions for retirement management.
The company offers a variety of services, including retirement planning advice, managed accounts, fiduciary protection, comprehensive scenario planning, and annuity evaluation. GuidedChoice operates under two main brands: GuidedChoice, which focuses on retirement wellness and management software, and 3Nickels, which provides digital tools for broader financial wellness, including budgeting and debt management. With a client base exceeding 100,000 and billions in assets under management, GuidedChoice plays a significant role in the financial services sector.
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