Company Information

Get to know financial design group ltd

Founded in 1996, Financial Design Group is a financial services firm that operates as an agency of The Guardian Life Insurance Company of America®. The company focuses on a holistic and comprehensive approach to financial planning, serving a diverse clientele that includes individuals, families, and businesses. Their mission is to help clients achieve long-term financial success through a process of understanding goals, developing tailored strategies, and providing ongoing guidance. They offer a wide array of services including wealth management, retirement and estate planning, insurance solutions, and business succession strategies.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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financial design group ltd

New Zealand

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.