ANNMARIE DEPOIAN
About
As a Registered Investment Advisor AnnMarie and the Depoian Team has_x000D_ over 20 years of experience providing Investment Advisory Services,_x000D_ Financial Resources & Written Financial Plans to Private and Public Sector_x000D_ Clients as well as Individuals. We expose strengths & weaknesses of_x000D_ current plans, We Research & Explain Best Options & Choices for clients_x000D_ to achieve their goals._x000D_ Our partner companies represent nationally recognized brands with_x000D_ excellent ratings and reputations such as:_x000D_ Fidelity, American Funds, Invesco, AIG, Lincoln Financial, Brighthouse_x000D_ Financial, AXA/Equitable-plus 15 other Investment Providers_x000D_ LegalShield & ID Theft_x000D_ 20 National Auto & Home & Business Insurers_x000D_ easyMedicare-Represents All National Medicare Plans_x000D_ Vivint Home Security_x000D_ Together we provide Financial Solutions that our clients trust and rely on.
Certifications
| Type | State | Agency | Certificate # |
|---|---|---|---|
| WOSB, EDWOSB | National | Small Business Administration (SBA) | — |
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