Charles Grugel's Colleagues at Equity Design Group, Inc.
Kevin Snow
CFP®, Financial Advisor - Owner and President of Equity Design Group.
Charles Grugel's Contact Details
715-848-3778
Equity Design Group, Inc.
Charles Grugel's Company Details
Equity Design Group is a comprehensive financial services firm committed to assisting our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice and expertise of some of the best financial professionals in the industry. We are committed to providing: 1. Expertise: A team of knowledgeable professionals and support staff work as a unit to maximize the resources necessary to provide our clients with financial strategies tailored to their specific goals. We use a proven, one-on-one process to identify and analyze these goals. 2. Quality Products: We offer a wide variety of quality products geared towards creating and preserving financial assets. 3. Unparalleled service: "Service that excels" is our trademark. We are dedicated to providing consistent, responsive service that's underscored by our commitment to our client's best financial interests. Financial Services *•Personal Financial Planning•Estate, Retirement, Education, and Investment Planning•Fee-Based Planning•Risk Management and Insurance Planning•Wrap Accounts•Asset Allocation ModelsInvestments **•Mutual Funds•Unit Investment Trusts•529 Plans•Variable Annuities & Life Insurance•Stock & Bond Brokerage through qualified, registered representatives -Listed Securities -Over the Counter Issues -Corporate Bonds - Municipal Bonds -Government Bonds and Bills -Certificates of Deposit