ANNMARIE DEPOIAN

ROCHESTER, NY 14617-3544

WOSB CertifiedEDWOSB Certified
Visibility Score
41

Capabilities Narrative

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, W...

NAICS Codes

CodeDescriptionPrimary
523940Portfolio Management and Investment Advice
523999Miscellaneous Financial Investment Activities
524292Pharmacy Benefit Management and Other Third-Party Administration of Insurance and Pension Funds

Past Performance (1 contracts)

Keywords

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

Contact Information

Business Details

UEI
C6QSBUHJNVK9
CAGE Code
995Z2
Year Established
2016
Legal Structure
Sole Proprietorship
Congressional District
25