Summary

Teaching, Financial, Leadership, Education, Programs, Workshops, Financial Advisor, HR, Employee, Support, Professional Development, Wealth Management, Wellness, Human Resources, EAP, Benefits, Insurance

Description

As a Registered Investment Advisor AnnMarie and the Depoian Team has over 20 years of experience providing Investment Advisory Services, Financial Resources & Written Financial Plans to Private and 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. Our partner companies represent nationally recognized brands with excellent ratings and reputations such as: Fidelity, American Funds, Invesco, AIG, Lincoln Financial, Brighthouse Financial, AXA/Equitable-plus 15 other Investment Providers LegalShield & ID Theft 20 National Auto & Home & Business Insurers easyMedicare-Represents All National Medicare Plans Vivint Home Security Together we provide Financial Solutions that our clients trust and rely on.

Profile

  • Incorporated in
    New York
  • Established since
    2016
  • Main/Branch
    Branch

Address

Contact