Private Financial Design Email Formats

Investment Management • South Hadley, Massachusetts, United States • 1-10 Employees

Private Financial Design Email Formats

Private Financial Design uses 1 email format. The most common is {first initial} (e.g., j@privatefinancialdesign.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@privatefinancialdesign.com	100%

Key Contact at Private Financial Design

Shannon Asselin

Operations Director

Company overview

Headquarters	87 Willimansett St, South Hadley, Massachusetts 01075, US
Phone number	+1010753038
Website	privatefinancialdesign.com
NAICS	5231
SIC	628
Keywords	Business Succession Planning, College Planning, Retirement Planning, Career Guidance, Financial Planning, Investment Advisory Services, Estate Planning, Sustainable Investing, Family Legacy Planning, Life Insurance And Ltc Planning
Founded	1989
Employees	1-10
Socials

About Private Financial Design

Private Financial Design, LLC takes a holistic approach to Our client's planning needs. Our mission is focused on providing the most thorough financial planning and advice available for each generation of Our clients. It is Our goal to deliver excellent service that exceeds Our client's expectations. We are partnered with Cambridge Investment Research, Inc. Cambridge is recognized as one of the largest independent broker-dealers*. *Based on total revenue. Ranking received in InvestmentNews Magazine's 2024 independent broker-dealer industry survey rankings. Registered Representative, offering securities through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Private Financial Design, LLC are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Private Financial Design has never raised funding before.

Private Financial Design Tech Stack

Discover the technologies and tools that power Private Financial Design's digital infrastructure, from frameworks to analytics platforms.

Modernizr

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reCAPTCHA

Security

Underscore.js

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Drupal

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Cloudflare

CDN

jQuery

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PHP

Programming languages

HSTS

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AddToAny

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Google Analytics

Analytics

Moment.js

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Google Hosted Libraries

CDN

Frequently asked questions

Private Financial Design is located in South Hadley, Massachusetts, US.

You can reach Private Financial Design at +1010753038.

Private Financial Design was founded in 1989, making it 37 years old. The company has established itself as a significant player in its industry over this time.

Private Financial Design has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Private Financial Design

Shannon Asselin

Operations Director

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