Financial Designs

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

8000 NW 7th St Ste 20, Miami, Florida, 3...

Phone Number

(786) 388-0030

Revenue

<$5 Million

Industry

Finance Insurance Business Services Securities Trading Project Management

About Financial Designs

We at Financial Designs have been helping businesses owners with employee benefits and financial planning for over two decades. Whether you are trying to control your healthcare costs or implementing a strategy to transfer your assets to your loved ones, we can give you the information and confidence you need to know that it will be done right. For over 20 years we have been dedicated to assisting the S. Florida business community to help achieve their goals and objectives. Allow us to serve you as your advisor team. Our philosophy is simple; we begin by determining your financial and business goals. Then, we use our expertice and resources to help you create a strategy that will potentially help you achieve those goals. With the proper tax and insurance strategies we can help you minimize taxes and keep more of the dollars you work so hard for. We invite you to use the Contact tools on the menu above to ask any questions or provide feedback. Let us know if there is any other informatiRead more
Financial Designs's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Financial Designs Org Chart

Jorge Valdes, Chief Executive Officer, Cfp, Chfc at Financial Designs
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Chief Executive Officer, Cfp, Chfc

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KS
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Director, Employee Benefits

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Designs

<$5M
11-50
Private
-
1996
Jorge Valdes, Chief Executive Officer, Cfp, Chfc at Financial Designs
Jorge ValdesCEO, Cfp, Chfc
<$5M
11-50
Private
-
-
MH
Monica HunsakerClient Relationship Manager
Illustration of an envelope

Financial Designs Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Financial Designs

What is Financial Designs's official website?
Financial Designs's official website is www.financialdesigns.net
What is Financial Designs's Revenue?
Financial Designs's revenue is <$5 Million
What is Financial Designs's SIC code?
Financial Designs's SIC: 62,628
What is Financial Designs's NAICS code?
Financial Designs's NAICS: 52,523
How many employees does Financial Designs have?
Financial Designs has 11-50 employees
What industry does Financial Designs belong to?
Financial Designs is in the industry of: Finance, Insurance, Business Services
What is Financial Designs competition?
Financial Designs top competitors include: LifeWorth Financial
What technology does Financial Designs use?
Some of the popular technologies that Financial Designs uses are: Microsoft 365, DigiCert, Broadridge Advisor Solutions, Apache HTTP Server
How do I contact Financial Designs?
Financial Designs contact info: Phone number: (786) 388-0030 Website: www.financialdesigns.net
What does Financial Designs do?

We at Financial Designs have been helping businesses owners with employee benefits and financial planning for over two decades. Whether you are trying to control your healthcare costs or implementing a strategy to transfer your assets to your loved ones, we can give you the information and confidence you need to know that it will be done right. For... over 20 years we have been dedicated to assisting the S. Florida business community to help achieve their goals and objectives. Allow us to serve you as your advisor team. Our philosophy is simple; we begin by determining your financial and business goals. Then, we use our expertice and resources to help you create a strategy that will potentially help you achieve those goals. With the proper tax and insurance strategies we can help you minimize taxes and keep more of the dollars you work so hard for. We invite you to use the Contact tools on the menu above to ask any questions or provide feedback. Let us know if there is any other information you would like to see on this site.Read More

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

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