Financial Designs Wealth Strategies

Financial Designs Wealth Strategies Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind.

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the

accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, 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, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title

Important Information & Disclosures: http://bit.ly/2f98X9d

Planning for your child's future starts today! We want to help you learn effective ways to save for their education and ...
10/14/2024

Planning for your child's future starts today! We want to help you learn effective ways to save for their education and set them up for success. Watch our quick guide to learn more, then reach out for personalized guidance.

You already know the importance of saving and planning. Watch our guide and discover strategies to help you prepare for your children's future educational ex...

10/10/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Just When We Recalibrated, Another Shock Arrived".

Maximize your financial well-being by enrolling in your employer-provided benefits! From retirement savings to financial...
10/08/2024

Maximize your financial well-being by enrolling in your employer-provided benefits! From retirement savings to financial planning, the right choices today can set you up for success tomorrow. Take charge of your future—start by understanding and utilizing your benefits. Contact me today and I can help you maximize your benefits

10/02/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Gold Rally is No Flash in the Pan".

09/26/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Policy Crosscurrents: Potential Market Impacts".

Life insurance is more than just a policy—it's a safety net for your loved ones. Protect what matters most with the righ...
09/19/2024

Life insurance is more than just a policy—it's a safety net for your loved ones. Protect what matters most with the right financial strategies. Start planning today for peace of mind tomorrow. Contact me now to explore your options and help secure your family's well-being!

09/19/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Election Implications on the Municipal Market".

Your children's education is an important investment. We put together this guide to give an overview of strategies that ...
09/16/2024

Your children's education is an important investment. We put together this guide to give an overview of strategies that can help you save for future educational costs. Read on then reach out so we can discuss your goals for your family's future and make sure your plans are set up to support them.

A guide to preparing for children’s future educational costs with options for strategies and savings and investment vehicles.

09/12/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Second Quarter Earnings Recap: Good, Not Great".

09/06/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Russia To Host BRICS Summit 2024 Amid Heightened Geopolitical Conflict".

Address

950 Danby Road, Ste 230
Ithaca, NY
14850

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16072574645

Website

Alerts

Be the first to know and let us send you an email when Financial Designs Wealth Strategies posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category

Our Story

At Financial Designs Wealth Strategies we help people find their Financial Independence. Based in Ithaca, NY, we provide Comprehensive Financial Planning and Advising, Life Insurance, Disability Income Insurance, Annuities, Investments, Business Planning including Succession Strategies, and Retirement Planning including Long Term Care Insurance. Not sure where to start? Give us a call today and we will answer any of your questions!