Equity Design Group

Equity Design Group

Financial Services, 1907 Rib Moutain Drive, Wausau, Wisconsin, 54401, United States, 11-50 Employees

equitydesigngroup.com

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phone no Phone Number: +18*********

Who is EQUITY DESIGN GROUP

Equity Design Group is a comprehensive financial services firm committed to assisting our clients improve their long-term financial success. We offer a wide range of quality financial pro...

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  • 1907 Rib Moutain Drive, Wausau, Wisconsin, 54401, United States Headquarters: 1907 Rib Moutain Drive, Wausau, Wisconsin, 54401, United States
  • 1995 Date Founded: 1995
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from EQUITY DESIGN GROUP

Equity Design Group Org Chart and Mapping

Employees

Samantha Kraft

Registered Sales Assistant

Kevin Cfp®

Cfp®, Financial Advisor - Owner and President of Equity Design Group.

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Frequently Asked Questions Regarding Equity Design Group

Answer: Equity Design Group's headquarters are located at 1907 Rib Moutain Drive, Wausau, Wisconsin, 54401, United States

Answer: Equity Design Group's phone number is +18*********

Answer: Equity Design Group's official website is https://equitydesigngroup.com

Answer: Equity Design Group's revenue is $1 Million to $5 Million

Answer: Equity Design Group's SIC: 6282

Answer: Equity Design Group's NAICS: 523940

Answer: Equity Design Group has 11-50 employees

Answer: Equity Design Group is in Financial Services

Answer: Equity Design Group contact info: Phone number: +18********* Website: https://equitydesigngroup.com

Answer: Equity Design Group is a comprehensive financial services firm committed to assisting our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice and expertise of some of the best financial professionals in the industry. We are committed to providing: 1. Expertise: A team of knowledgeable professionals and support staff work as a unit to maximize the resources necessary to provide our clients with financial strategies tailored to their specific goals. We use a proven, one-on-one process to identify and analyze these goals. 2. Quality Products: We offer a wide variety of quality products geared towards creating and preserving financial assets. 3. Unparalleled service: "Service that excels" is our trademark. We are dedicated to providing consistent, responsive service that's underscored by our commitment to our client's best financial interests. Financial Services * Personal Financial Planning Estate, Retirement, Education, and Investment Planning Fee-Based Planning Risk Management and Insurance Planning Wrap Accounts Asset Allocation Models Investments ** Mutual Funds Unit Investment Trusts 529 Plans Variable Annuities & Life Insurance Stock & Bond Brokerage through qualified, registered representatives -Listed Securities -Over the Counter Issues -Corporate Bonds - Municipal Bonds -Government Bonds and Bills -Certificates of Deposit

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