William Zoromski ~ Equity Design Group

William Zoromski ~ Equity Design Group William P. 1907 North Mountain Road
Wausau, WI 54401

William P. Equity Design Group is not affiliated with SagePoint Financial, Inc.

Zoromski, co-owner and Vice-President of Equity Design Group, specializes in the development and implementation of financial plans for young professionals and small business owners. His expertise in the financial arena includes risk management, retirement planning, asset accumulation and preservation. Bill is a 1994 graduate of the University of Wisconsin-Whitewater with a degree in business management. Bill has passed the State of Wisconsin life and health insurance examinations and his Series 6, 7 and 63 Securities exams, as well as the Series 65 Uniform Investment Advisor examination. Licensed to sell insurance and/or securities in: CO, FL, IA, IL, IN, MD, MI, MN, ND, OH, VA, WI. Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC, and a registered investment advisor. or registered as a broker-dealer or investment advisor. Investments in securities involve risk, including the potential loss of principal invested. The communication is intended for individuals residing in the states of CO, FL, GA, IA, IL, IN, KY, MI, MN, MO, NY, OH, WI. No offers may be made or accepted from any resident outside the specific states referenced. The site may contain links to articles or other information that are contained on a third party website. SagePoint Financial does not endorse or accept responsibility for the content, or the use, of the website. SagePoint Financial assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. SagePoint Financial is not affiliated with Facebook. We do not expressly or implicitly adopt or endorse and of the expressions, opinion or content posted by fans or any third-parties on this site. We do not control, serve, adopt or endorse any content that Facebook may publish on this site. No part of this site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may remove comments or fans for a number of reasons. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies.

Address

Wausau, WI
54401

YES

General information

IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. You should never post personal, account or transaction information anywhere on this site. For customer inquiries, please call 715-848-3778.

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(715) 848-3778

Website

, www.finra.org, www.sipc.org

Products

Financial Services, Investments, Insurance Service
715-848-3778x305 Office, 715-551-4613 Cell

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