We are a nationally recognized independent fee-based wealth management firm. We specialize in wealth management, tailored investment strategies, retirement, income, and estate planning. We focus on proving personalized concierge level customer service and tailored objective strategies to meet your needs and risk tolerance. Our process includes obtaining a thorough understanding of our clients through in-depth personal interviews, then designing investment portfolios that are based on those needs, and providing continued personalized client service. Visit out website for more information: www.deptola.com.
This communication strictly intended for individuals residing in the states of AZ, CA, CO, ID, KY, MD, NH, PA, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registrations requirements regarding investment products and services.
Frank Deptola (CA Insurance License #0F34992) is a Registered Representative and Investment Adviser with/and offers securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser.