Design Financial

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

101 E Park Blvd Ste 203, Plano, Texas, 7...

Phone Number

(877) 314-1618

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Design Financial

Planning by Design Financial offers a range of educational workshops focused on retirement planning, helping clients build confidence in their financial futures. Their services include topics such as creating personal pensions, 401K/IRA transformations, and college savings plans. The company emphasizes the importance of considering individual goals in retirement plans to avoid common pitfalls. They primarily serve clients in Arizona, Texas, and New Mexico, providing investment advisory services through affiliated companies.Explore more
Design Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Design Financial Org Chart

PhoneEmail
DI
United States flag for contact location.

Regional Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Design Financial

<$5M
1-10
Private
-
2014
DI
Dan IceRegional Manager
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
Illustration of an envelope

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.info
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, Securities Trading, Lending & Brokerage
What is Design Financial competition?
Design Financial top competitors include: Great Lakes Wealth Advisors
What technology does Design Financial use?
Some of the popular technologies that Design Financial uses are: GoCentral, BBB For Businesses, Microsoft 365, GoDaddy DNS
How do I contact Design Financial?
Design Financial contact info: Phone number: (877) 314-1618 Website: www.designfinancial.info
What does Design Financial do?

Planning by Design Financial offers a range of educational workshops focused on retirement planning, helping clients build confidence in their financial futures. Their services include topics such as creating personal pensions, 401K/IRA transformations, and college savings plans. The company emphasizes the importance of considering individual goals... in retirement plans to avoid common pitfalls. They primarily serve clients in Arizona, Texas, and New Mexico, providing investment advisory services through affiliated companies.Read More

What are Design Financial social media links?
Design Financial Facebook 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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