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.
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (finra.org) / SIPC (sipc.org).
The financial professionals associated with Equity Design Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Company Details
- Employees
- 11
- Founded
- 1995
- Address
- 227521 Harrier Ave, Wausau,wi 54401,united States
- Phone
- (715) 848 - 3778
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- equitydesigngroup.com
- Keywords
- Financial Services, Personal Financial Planning, Investments, Estate Planning, Mutual Funds, Retirement Planning, Education Planning, Asset Allocation Models.
- HQ
- Wausau, WI
Equity Design Group Questions
Equity Design Group's helpline number is (715) 848 - 3778
Equity Design Group's website is equitydesigngroup.com
Equity Design Group's LinkedIn profile is https://www.linkedin.com/company/equity-design-group
Equity Design Group has
11 employees.
View email and phone details for 11
employees at Equity Design Group.
Equity Design Group's industry is
Financial Services
Equity Design Group's top competitors are
First National Bank Of River Falls,
Regal Securities, Inc.,
Alpha Kappa Psi - Alpha Eta,
Whalen Financial Group Inc.,
Travel By Tilly,
Elite Retirement Group Inc.,
Financial Design Group,
United Way Of Marathon County,
Yuzu,
Hoff Private Wealth.
Equity Design Group's categories are Financial Services
Equity Design Group's founding year is 1995
