Skip to main content
Home
About Us
My Mission
Our Services
Our Mission
2022 Tax Facts At-A-Glance
Kevin's Quotes Request Online
Kevin's Wharton Experience
Our Professionals
Our Managers
Kevin's Harvard Experience
Equitable Excellence Scholarship
My Wharton Experience
Newsletters By Mail
Learning Center
Retirement Resource Center
Annuity
Life Insurance
Investing
Other Learning Tools
Social Security On line
Medicare
Eldercare Locator
AARP
Tax Library
Federal Tax Forms
Federal Tax Rates
Federal Tax Publications
Federal Tax Calendar
TaxWise Strategies
Federal Income Tax Calculator
Other Financial Topics
Working With Us
Share Your Love
401K Information Request
Discovery Process
Discovery Survey Form
Risk Tolerance Questionnaire
Helpful Resources
Periodic Review Survey
Client Profile
Individual Client Profile
Entity Client Profile
Education Funding Profile
Market Watch
LPL Commentaries
Client Resources
Account Resources
Beneficiary Resources
Contact Us
Appointment Sign-up
Customer Service Contacts
Careers
Login / Register
Financial Designs Wealth Strategies
connect
Address:
The South Hill Business Campus
950 Danby Rd, Suite 230
Ithaca
,
NY
14850
Phone:
607-257-4645
E-mail:
Kevin.Shreve@equitable.com
Charles.Shaw@equitable.com
Jessica.Maxwell@equitable.com
The data on this form is submitted and transmitted via a secure connection.