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Annmarie Depoian LogoAnnmarie Depoian

UEI: C6QSBUHJNVK9 • CAGE: 995Z2 • DBA: DEPOIAN TEAM • SBA Certs: WOSB EDWOSB

Overview

Awardee Type
Parent
Federal Capability Statement
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.
Keywords
Teaching, Financial, Leadership, Education, Programs, Workshops, Financial Advisor, HR, Employee, Support, Professional Development, Wealth Management, Wellness, Human Resources, EAP, Benefits, Insurance
SBA Special Equipment
none
Headquarters
Rochester, NY
United States
Federal recipient ANNMARIE DEPOIAN dba DEPOIAN TEAM (UEI C6QSBUHJNVK9, CAGE 995Z2) is headquartered in Rochester NY. Its primary registered NAICS is 523940 Portfolio Management and Investment Advice. The sole proprietorship was founded in January 2016 and federally registered in February 2022.

Federal Registration and Certifications

Legal Name
ANNMARIE DEPOIAN
DBA
DEPOIAN TEAM
UEI
C6QSBUHJNVK9
CAGE Code
995Z2
SBA Certifications
WOSB Certification (Nov. 7, 2022)
EDWOSB Certification (Nov. 7, 2022)
Self Certifications
DOT Certified Disadvantaged Business Enterprise (DBE)
Woman Owned Business
Woman Owned Small Business
Entity Structure
Sole Proprietorship

People

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