Wealth Design Services Inc
Legal Name: WEALTH DESIGN SERVICES INC.
Full Contact Details
Wealth Design Services Inc
SUITE 205, 132 ALLENS CREEK ROAD, ROCHESTER, NY
585-442-3230
585-442-2796
Other Info
Wealth Design Services Inc, a New York Corporation, is fully registered with the U.S. Securities and Exchange Commission since May 2007. The company employs a team of two advisors who manage and cater to their clientele of seven. With its SEC-approved status, Wealth Design Services Inc is a reputable financial services provider that clients can trust.
Comprehensive Wealth & Financial Management | Mercer Advisors
Comprehensive wealth management and financial advisors offering customized financial planning, investment strategy, corporate trustee services, and tax, retirement, and estate planning.
Direct Owners
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JAMIE FRANCES BLOCK
SHAREHOLDER owns more than 10% but less than 25%
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MERCER ADVISORS INC.
PARENT COMPANY owns 75% or more
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STEVEN GARY SCHWARTZ
BRANCH MANAGER & SHAREHOLDER owns less than 5%
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WILLIAM ALAN NELSON II
CHIEF COMPLIANCE OFFICER owns less than 5%