Equity Design Group

Financial ServicesWisconsin, United States11-50 Employees

Equity Design Group is a financial services firm based in Wausau, Wisconsin, offering a broad spectrum of financial products and professional guidance aimed at helping clients pursue long-term financial success. The company emphasizes a team-based approach, pairing knowledgeable professionals with support staff to tailor strategies through a one-on-one process that identifies clients’ specific goals, and to deliver consistent, responsive service aligned with clients’ best interests. Securities and advisory services are provided through LPL Financial, a registered investment advisor, indicating the firm operates within the standard framework of the financial advisory industry. With a focus on asset creation and preservation, Equity Design Group targets individuals and businesses seeking access to quality financial products and professional expertise in a comprehensive, service-oriented setting. The organization occupies a mid-sized professional services niche and situates itself within the broader financial services sector in the United States. The firm is located at 227521 Harrier Avenue in the Wausau region of Wisconsin and operates with a collaborative internal structure intended to maximize resource availability for client-focused financial planning.

Sign up for free to view info

Email Format Employee directory