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.
View Top Employees from Wealth Design Services, Inc| Website | http://wealthdesignservices.com |
| Revenue | $400000 |
| Employees | 2 (0 on RocketReach) |
| Founded | 2004 |
| Address | 132 Allens Creek Road Suite 205, Rochester, New York 14618, US |
| Phone | (585) 442-3230 |
| Fax | (585) 442-2796 |
| Technologies |
JavaScript,
HTML,
PHP
+33 more
(view full list)
|
| Industry | Financial Services, Accounting & Accounting Services, Consulting, Business Services, Crowdfunding |
| SIC | SIC Code 87 Companies, SIC Code 872 Companies, SIC Code 8721 Companies |
| NAICS | NAICS Code 5412 Companies, NAICS Code 54 Companies, NAICS Code 541 Companies |
Looking for a particular Wealth Design Services, Inc employee's phone or email?
Wealth Design Services, Inc Questions
The Wealth Design Services, Inc annual revenue was $400000 in 2024.
Wealth Design Services, Inc is based in Rochester, New York.
The NAICS codes for Wealth Design Services, Inc are [5412, 54, 541].
The SIC codes for Wealth Design Services, Inc are [87, 872, 8721].
Related Companies
