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 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. Quality Products: We offer a wide variety of quality products geared towards creating and preserving financial assets. 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.
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Verified contacts
8
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
11
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- WZ
William Zoromski
Financial Advisor - Co-owner and Vice-president of Equity Design Group · Other
EmailPhone - CG
Charles Grugel
Financial Advisor · Finance & Accounting
EmailPhone - MA
Matthew Alexander
Financial Advisor · Finance & Accounting
EmailPhone - SK
Samantha Kraft
Registered Sales Assistant · Sales & Business Development
EmailPhone - KS
Kevin Snow
Cfp, Financial Advisor - Owner and President of Equity Design Group · Finance & Accounting
EmailPhone
Showing 5 of 8 verified contacts
Top roles at Equity Design Group
5 distinct titles indexed · top 5 shown.
- 3financial advisor
- 1cfp, financial advisor - owner and president of equity design group
- 1financial advisor - co-owner and vice-president of equity design group
- 1registered client services manager
- 1registered sales assistant
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