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  • Financial Design Group - Ashlee Willis

    • FINANCIAL SERVICES
    525 W. 5th. St., Ste. 223
    Covington, KY 41011
    859-581-1100, Ext. 210
    (859) 581-1103 (fax)
    Hours:
    Call for Appointment
    • About

      Financial Design Group is an independent, comprehensive financial services firm committed to helping our clients improve their long-term financial success. As an independent company we offer a variety of products and services from some of the strongest and most respected companies in the industry. Financial Design Group specializes in offering comprehensive wealth management tailored to the unique needs of the individuals and businesses we serve. The firm is headquartered in Toledo, OH with additional office locations in Phoenix and Yuma, AZ; Warsaw, IN, and Covington, KY.

      In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals. Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

    • Whom to Contact

      • Ms. Ashlee Willis
        Financial Advisor
        2455 Morman Rd.
        Hamilton, OH 45013
        Phone: (859) 581-1100
        Fax: (859) 581-1103
    • Directions

      From Hamilton: Take 129 to I-75 Southbound and cross into Kentucky. Take the first exit to the right towards Covington. Turn right into 525 W. 5th. Street parking lot.

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    • Sustaining Sponsors

    • CENTENNIAL

         

    • PLATINUM

       

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