Wealth Design Services, Inc Information

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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.

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	+1 585-442-3230
Fax	(585) 442-2796
Technologies	JavaScript , HTML , PHP +33 more (view full list)
Industry	Financial Services, Accounting & Accounting Services, Consulting, Business Services, Crowdfunding
Keywords	Retirement Income, Retirement Consulting, Retirement Security, Retirement Planning, Pension Planning, Retirement Distribution, Retirement Solutions, Retirement Strategies, Financial Planning, Financial Consulting, Financial Security, Income Planning, Wealth Management, Wealth Preservation, Tax Planning, Portfolio Management, Estate Planning, Tax Optimization
Competitors	Fidelity Investments, Schwab Advisor Services, Vanguard, Edward Jones, Merrill Lynch, Raymond James, TIAA, Financial Services Company, LPL Financial, Cetera Financial Group +40 more (view full list)
SIC	SIC Code 8721 Companies, SIC Code 872 Companies, SIC Code 87 Companies
NAICS	NAICS Code 541 Companies, NAICS Code 5412 Companies, NAICS Code 54 Companies