Design Financial

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

5 Belleview St Ste 100, Mount Clemens, M...

Phone Number

(586) 469-4700

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Design Financial

Design Financial Inc. provides a comprehensive range of financial planning services, including business and retirement planning, 401k rollovers, IRAs, estate planning, and various types of insurance. Their advisors focus on delivering tailored financial solutions to meet the unique needs of individuals and families. The company emphasizes an educated approach to financial management, ensuring clients receive reliable advice and outstanding customer service. Based in Mount Clemens, Michigan, Design Financial Inc. aims to help clients achieve their financial goals while prioritizing respect, honesty, and integrity.Explore more
Design Financial's Social MediaPopular SearchesDesign Financial Incdesignfinancial.comDesign FinancialDesignfinancialDesign Financial SolutionsSIC Code 62,628NAICS Code 52,523Show more

Design Financial Org Chart

PhoneEmail
JR
United States flag for contact location.

Investment Advisor & Representative

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DP
United States flag for contact location.

Tax Consultant, CPA, MST

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Design Financial

<$5M
1-10
Private
-
2000
JR
James RopInvestment Advisor & Representative
$19.5M
11-50
Private
-
1999
$7.7M
11-50
Private
-
2007
AS
Ajaykumar ShahLife Insurance & Pension Plan Specialist
<$5M
1-10
Private
-
1990
HS
Haley SheaPractice Coordinator
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
1-10
Private
-
2001
LD
Laura DuBayBenefits Coordinator & Licensed Agent
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Design Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Design Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Design Financial.

Design Financial Tech Stack

A closer look at the technologies used by Design Financial

Top Finance Companies

Frequently Asked Questions Regarding Design Financial

What is Design Financial's official website?
Design Financial's official website is www.designfinancial.com
What is Design Financial's Revenue?
Design Financial's revenue is <$5 Million
What is Design Financial's SIC code?
Design Financial's SIC: 62,628
What is Design Financial's NAICS code?
Design Financial's NAICS: 52,523
How many employees does Design Financial have?
Design Financial has 1-10 employees
What industry does Design Financial belong to?
Design Financial is in the industry of: Finance, Insurance, Securities Trading
What is Design Financial competition?
Design Financial top competitors include: Pioneer Financial Group, BeamaLife, Hanzlik Financial Services, Rogers Financial Group
What technology does Design Financial use?
Some of the popular technologies that Design Financial uses are: reCAPTCHA, JQuery 1.11.1, Adwerx, Proofpoint
How do I contact Design Financial?
Design Financial contact info: Phone number: (586) 469-4700 Website: www.designfinancial.com
What does Design Financial do?

Design Financial Inc. provides a comprehensive range of financial planning services, including business and retirement planning, 401k rollovers, IRAs, estate planning, and various types of insurance. Their advisors focus on delivering tailored financial solutions to meet the unique needs of individuals and families. The company emphasizes an educat... ed approach to financial management, ensuring clients receive reliable advice and outstanding customer service. Based in Mount Clemens, Michigan, Design Financial Inc. aims to help clients achieve their financial goals while prioritizing respect, honesty, and integrity.Read More

What are Design Financial social media links?
Design Financial Linkedin page
Is Design Financial a public company?
Design Financial is private company therefore does not currently have an official ticker symbol
See more information about Design Financial

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