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Katie Bennett

Partner at Financial Designs

  • LinkedIn

Preparing for the next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial...

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FINANCIAL DESIGNS

FINANCIAL DESIGNS

  • description Description
    Financial Designs Ltd. (FDL) was founded in 1970 and is one of the country's leading specialty insurance advisory firms. We focus on wealth transfer planning for families of multi-generationa...

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  • Employees count Employees 11-50
  • Revenue Revenue 25 Million to 50 Million
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Employees

Sarah Reddell

Retirement Income Certified Professional

Donna Zach

VP Advanced Design & Client Service

Vanessa Cannon

Client Operations Manager

Jill Obletz

VP, Client Administration

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  • Phone number  :  (***)-***-****
  • Email  :  k****@financialdesignsinc.com

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