About Us

Financial Designs Wealth Strategies

Local Office
The South Hill Business Campus 950 Danby Rd, Suite 230
Ithaca, NY 14850
Phone:
  • 607-257-4645

Kevin Shreve

CLU, ChFC
At Retirement Group Retirement Planning Specialist
Phone: 607-257-4645
Fax: 607-257-4837
Sterling Group

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Kevin began his career in financial services in June of 1978. He joined the company in 1985, and began doing business as financial adivsor at Financial Designs in 1990. Kevin attended King's College, Wilkes-Barre, PA as an engineering major in the early 70s. He received his CLU and ChFC designations from The American College, Bryn Mawr, PA in 1984. He is past president of the Ithaca, NY chapter of National Association of Insurance and Financial Advisors, and is currently their Treasurer. Kevin is a Qualifying member of the Million Dollar Round Table (MDRT), an international association of leading financial professionals, recognized as the standard of excellence in the life insurance-based financial services industry. His hobbies include Ornithology, Hunting, Golf, Racquetball, Bridge, Gourmet Cooking, and Gardening. He is currently on the Board of Directors for the Community Foundation of Tompkins County.

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Financial Designs Wealth Strategies is not owned or operated by AXA Advisors, LLC or its affiliates.

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Financial Designs Wealth Strategies is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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