Financial Design Studio

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

21660 W Field Pkwy Ste 118, Deer Park, I...

Phone Number

(847) 238-8050

Revenue

<$5 Million

Industry

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

About Financial Design Studio

Financial Design Studio is a team of experienced, fee-only financial advisors based in Deer Park, Illinois, specializing in tax-efficient retirement planning for executives and business leaders. They provide comprehensive financial planning services, including wealth management, retirement planning, and tax preparation, tailored to clients who are within ten years of retirement or already retired. The firm focuses on integrating various aspects of financial management, particularly executive compensation, to help clients achieve their retirement goals. Their personalized approach ensures that clients receive high-touch service and ongoing support throughout their financial journey.Explore more
Financial Design Studio's Social MediaPopular SearchesFinancial Design Studio IncFinancial Design StudioFdsPresence Financialcom FinancialDesignStudioSIC Code 62,628NAICS Code 52,523Show more

Financial Design Studio Org Chart

PhoneEmail
SS
United States flag for contact location.

Tax Specialist & Chief Financial Officer

PhoneEmail
Trevore Meyer, Financial Planner & Chief Operating Officer at Financial Design Studio
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Financial Planner & Chief Operating Officer

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RS
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Financial Advisor & Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Design Studio

<$5M
1-10
Private
-
2017
SS
Stephen SmalenbergerTax Specialist & Chief Financial Officer
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2008
N/A
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2016
JA
Joe AbbeyAthletic Consultant
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Financial Design Studio Tech Stack

A closer look at the technologies used by Financial Design Studio

Top Finance Companies

Frequently Asked Questions Regarding Financial Design Studio

What is Financial Design Studio's official website?
Financial Design Studio's official website is www.financialdesignstudio.com
What is Financial Design Studio's Revenue?
Financial Design Studio's revenue is <$5 Million
What is Financial Design Studio's SIC code?
Financial Design Studio's SIC: 62,628
What is Financial Design Studio's NAICS code?
Financial Design Studio's NAICS: 52,523
How many employees does Financial Design Studio have?
Financial Design Studio has 1-10 employees
What industry does Financial Design Studio belong to?
Financial Design Studio is in the industry of: Finance, Securities Trading
What is Financial Design Studio competition?
Financial Design Studio top competitors include: Radnor Financial Advisors, Cates Financial Planning, Fulcrum Wealth Advisors, Covenant Wealth Advisors
What technology does Financial Design Studio use?
Some of the popular technologies that Financial Design Studio uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
Who is the CFO of Financial Design Studio?
Financial Design Studio's CFO is Stephen Smalenberger
How do I contact Financial Design Studio?
Financial Design Studio contact info: Phone number: (847) 238-8050 Website: www.financialdesignstudio.com
What does Financial Design Studio do?

Financial Design Studio is a team of experienced, fee-only financial advisors based in Deer Park, Illinois, specializing in tax-efficient retirement planning for executives and business leaders. They provide comprehensive financial planning services, including wealth management, retirement planning, and tax preparation, tailored to clients who are... within ten years of retirement or already retired. The firm focuses on integrating various aspects of financial management, particularly executive compensation, to help clients achieve their retirement goals. Their personalized approach ensures that clients receive high-touch service and ongoing support throughout their financial journey.Read More

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

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