Accounting, Tax & Financial · Rochester, New York
SBA-certified WOSB, EDWOSB
WOSBEDWOSB
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.