1412 Chapin Ave, Burlingame, CA 94010, United States
Geo Location
Lat long (37.5785907,-122.3501064)
Guideline, Inc. - Featured Reviews (26)
The worst customer service. I am looking into changing from Guideline to another vendor for our company.
THE WORST customer service. They must have cut funding for this dept. It shows.
So thankful for Guideline making my 401k a breeze! Easy to use and stress-free - could not recommend them enough.
We use Guideline for our business and it works fantastic. Would highly recommend. Can't imagine using anyone else.
Guideline is awesome! Super simple app and website to navigate. Managing my portfolio is quick and easy.
Guideline makes saving for retirement super easy - their interface is fantastic and the fees are super low! Definitely recommend!
Easy to use and a great value -- so glad we can offer this benefit as a startup
Things are fine until you try to close your account and transfer assets. I don't even know how the company hasn't been investigated or shut down. They keep billing for several months after you cancel your account and come up with any excuse to hold your money hostage. I had already started a transfer of assets to Fidelity and they cancelled it and transferred to another third party company without my authorization only to pay more fees. Avoid at all costs, there are many other alternatives in the space.
I would imagine at some point there's going to be a SEC investigation or class action lawsuit on this corrupt corporation so feel free to reach out to me when that time comes.
Poor ADP integration and mind-bogglingly awful customer service. When I asked what steps they were taking to correct the issues with their ADP integration, I received a nice response from Karla who said she would speak with management and provide an update tomorrow. That was 20 days ago. Since then, I have reached out three times and received nothing in response. Highly recommend looking elsewhere if your business uses ADP or values customer service.
