Registered small business
ANNMARIE DEPOIAN
livemore.netdba DEPOIAN TEAM · ROCHESTER, NY · Established 2016
Capabilities
As a Registered Investment Advisor AnnMarie and the Depoian Team has over 25 years of experience providing Investment Advisory Services, Financial Resources & Written Financial Plans to Private & Public Sector Clients as well as Individuals. We expose strengths & weaknesses of current plans, We Research & Explain Best Options & Choices for clients to achieve their goals. NO QUOTAS, NO FEE, NO PRESSURE, FIDUCIARIES, OPERATING MON-SAT 9A-9P THROUGHOUT THE US SPECIALIZING IN TEACHING HOW MONEY WORKS/ FINANCIALL LITERACY WORKSHOPS ON-SITE & VIRTUALLY Our partner companies represent nationally recognized brands with excellent ratings and reputations such as: Fidelity, FRANKLIN, Invesco, COREBRIDGE, Lincoln Financial, Brighthouse Financial, Equitable-plus 15 other Investment Providers NMLO LICENSED MORTGAGE PROVIDER, NMLS#1723477 LegalShield 20 National Auto & Home & Business Insurers Vivint Home Security Together we provide Financial Solutions that our clients trust and rely on.
Federal performance
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Registered NAICS codes
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Other designations
Self-certified: WOSB, WOSB JV