ANNMARIE DEPOIAN

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.

Provenance

Certifications

• WOSBsince Nov 2022 · through Nov 2026

  WOSB — status as published by the U.S. SBA Small Business Search. Last verified 2026-09-10.

• EDWOSBsince Nov 2022 · through Nov 2026

  EDWOSB — status as published by the U.S. SBA Small Business Search. Last verified 2026-09-10.

Specialties