Depew Financial Services
Depew Financial Services, an independent financial services firm, was founded in 1982 by its owner and president, Albert E. Depew, CRFA, MSFS, AEP. Since its inception, the business has grown, not only due to the reliability of the products and services it offers, but also by its focused approach.
A personal interest is taken in each client's financial goals, and then specific plans are designed to meet clear objectives.
The mission and primary emphasis of Depew Financial Services is to assist business owners and individuals in protecting their financial future. Mr. Depew specializes in financial, estate, business and retirement planning. The company also offers tax planning and preparation services to individuals and small businesses.
The company's market base includes Western Pennsylvania, eastern Ohio and West Virginia with more than 500 clients.
A sampling of the services provided include estate planning, key person insurance, executive bonus, gifting, both personal and business life insurance needs analysis, deferred compensation plans, annuities, Keogh plans, non-qualified retirement plans and supplemental executive retirement plans.
As a representative of more than a dozen highly rated companies, Mr. Depew is able to offer a broad spectrum of products and services and is dedicated to providing sophisticated solutions to his clients.
As a general agent for about half of the represented companies, Mr. Depew takes on agency building and management responsibilities as well. Primary examples of the companies represented include such well-known firms as AIG, American General, Canada Life, GenAmerica Financial, ING, Nationwide Provident, New England Financial, Mass Mutual, MetLife Financial and Transamerica.
A 1968 magna cum laude graduate of Grove City College, he obtained a Bachelor of Science Degree while majoring in mathematics and chemistry. A Master's Degree was also pursued at Ohio State University. In addition, Mr. Depew has earned a Master of Science in Financial Services (MSFS) degree from the American College in Bryn Mawr, Pa. He has been awarded the designation of an Accredited Estate Planner (AEP), as well as being a prestigious, certified retirement financial advisor (CRFA).
Mr. Depew has numerous memberships and affiliations in the financial services industry, including The Financial Planning Association, The American Society of Financial Service Professionals, The National Association of Insurance and Financial Advisors, both National and Local Life Underwriters Associations and the Estate Planning Council.
This background enables Mr. Depew to meet his clients' needs and keeps him prepared to advise clients of changes in the financial industry, with a special emphasis on individual and small-business tax law changes.
Mr. Depew also is active in his church and community. He is involved in the Butler prison evangelism ministry under the Gideon's International organization.
He and Donna, his wife of 37 years, live in Renfrew.