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Products & Services

At Desepoli Wealth Management, we provide assistance in the following areas:

Investments*
  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
Insurance
  • Disability Income
  • Life Insurance
  • Long Term Care
Financial Planning*
  • Retirement Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
Tax Planning
  • We provide our clients tax planning services through a relationship with a trusted CPA firm
*Lou Desepoli and Mike Desepoli offer these services through their affiliation with Cambridge Investment Research and Cambridge Investment Research Advisors.

189 Main Street, Center Moriches, NY 11934 Tel: (631) 878-5117 Fax: (631) 878-5105 Email: info@desepoliwealth.com

IMPORTANT NOTE: Lou Desepoli is a registered representative registered to transact business with clients in Connecticut (CT), Florida (FL), Illinois (IL), New Mexico (NM), New York (NY), and Tennessee (TN). Lou Desepoli is also an insurance agent licensed in New York (NY), and Florida (FL) and an investment adviser representative licensed in Florida (FL), New Jersey (NJ), New Mexico (NM), and New York (NY). If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet. Mike Desepoli is a registered representative registered to transact business with clients in New York (NY) and Florida (FL). Mike Desepoli is also an investment advisor representative licensed in New York (NY). Judy Desepoli is a registered representative registered to transact business with clients in New York (NY). Desepoli Wealth Management is not a registered broker/dealer or independent investment advisory firm 


Investments & Insurance Products: • Are not insured by the FDIC or any federal government agency • Are not deposits of or guaranteed by the bank or any bank affiliate • May lose Value

Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer.

Member FINRA & SIPC to residents of NY, NJ, GA, FL, TN, CO, WA, & MT. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Desepoli Wealth Management are not affiliated.


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