Wealth Design Services Inc is a retirement income consulting firm committed to helping clients experience
retirement with the same kind of certainty delivered through a paycheck. Our "Pension-Up" process blends together financial planning, tax planning, and investment management to design and implement an appropriate
and sustainable retirement income.
We are "fee only" consultants. We receive no income, whatsoever, from commissions, referral fees, or incentives of any sort. None. Really.
Company Details
- Founded
- -
- Address
- 132 Allens Creek Road,
- Phone
- (585)442-3230
- in****@****ces.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wealthdesignservices.com
- Keywords
- Retirement Income Consulting, Tax Planning, Investment Management, Social Security Planning, Matrimonial Financial Planning.
- HQ
- Rochester, NY
Wealth Design Services, Inc Questions
Wealth Design Services, Inc's helpline number is (585)442-3230
Wealth Design Services, Inc's website is wealthdesignservices.com
Wealth Design Services, Inc's LinkedIn profile is https://www.linkedin.com/company/wealth-design-services-inc
Wealth Design Services, Inc's industry is
Financial Services
Wealth Design Services, Inc's top competitors are
Sylvester Enterprises,
Bell Tax Accountants & Advisors, Inc.,
Christina Corso Realtor,
Tessera Wealth Management,
Justice League Of Wny, Inc.,
Sandra L. Kobel, Cfp, Clu, Chfc,
Untax,
Western New York Filming Commission, Inc.,
Spray Insulation Pros,
Tax Assistance Group - Rochester.
Wealth Design Services, Inc's support email address is info@wealthdesignservices.com
Wealth Design Services, Inc's categories are Financial Services
Wealth Design Services, Inc's founding year is 2004
