Financial Designs Wealth Strategies
www.financialdesignsonline.comAt Financial Designs Wealth Strategies, we help people find their financial independence. Based in Ithaca, NY, we provide comprehensive financial planning strategies, retirement planning, life insurance, disability income insurance, investments, annuities, and business planning including succession strategies. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer (Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Financial Designs Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 5431056.1(1/23)(Exp.125)
Read moreAt Financial Designs Wealth Strategies, we help people find their financial independence. Based in Ithaca, NY, we provide comprehensive financial planning strategies, retirement planning, life insurance, disability income insurance, investments, annuities, and business planning including succession strategies. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer (Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Financial Designs Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 5431056.1(1/23)(Exp.125)
Read moreCountry
State
New York
City (Headquarters)
Ithaca
Employees
1-10
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Founder and President , Financial Strategist
Email ****** @****.comPhone (***) ****-****