Equity Design Group Inc

  • Financial Services
  • Wausau WI
  • 8 employees
  • Financial Services
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Company Overview

Headquarters
1907 Rib Moutain Drive, Wausau WI
Website
equitydesigngroup.com
Phone
(715) 848-3778
Employees
8
Founded it
1995
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Equity Design Group Inc

Equity Design Group Inc. is a financial services firm based in Wausau, Wisconsin. The company employs 8 people and generates over $10,000 in annual revenue. Equity Design Group provides a comprehensive suite of financial products and services designed to help clients achieve their long-term financial goals. Their offerings include personal financial planning, estate, retirement, and education planning, as well as risk management and insurance planning. They also offer fee-based planning and wrap accounts, along with a variety of asset allocation models. The company differentiates itself through its commitment to expertise, quality products, and unparalleled service. They boast a team of knowledgeable professionals and support staff who work together to develop personalized financial strategies for each client. Equity Design Group emphasizes a proven, one-on-one process to identify and analyze client goals, ensuring tailored solutions. Clients can reach Equity Design Group by visiting their website at equitydesigngroup.com.

Equity Design Group Inc Industry Tags

Financial Services
Personal Financial Planning
Investments
Estate Planning
Mutual Funds
Retirement Planning
Education Planning
Asset Allocation Models
B2B
B2C
Financial Advisory Services
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FAQ

What is the location of Equity Design Group Inc's headquarters?
The headquarters of Equity Design Group Inc are situated at Wausau WI
What is Equity Design Group Inc's phone number?
Equity Design Group Inc's contact number is (715) 848-3778.
What is Equity Design Group Inc's official website?
The official website of Equity Design Group Inc can be found at equitydesigngroup.com.
How many employees does Equity Design Group Inc currently have?
Equity Design Group Inc employs approximately 8+ people
Which industries is Equity Design Group Inc primarily operating in?
Equity Design Group Inc operates in the following industries: Finance, Credit
What are Equity Design Group Inc's industry tags?
Equity Design Group Inc's industry tags include: Financial Services, Personal Financial Planning, Investments
When was Equity Design Group Inc founded?
Equity Design Group Inc was founded in 1995.

Employee Directory

Key Employees

Kevin Snow

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