Broker Check
Louis Deppas, CRC®

Louis Deppas, CRC®

Certified Retirement Counselor®

Louis A. Deppas is in his 32nd year as a registered representative and manages the local office in the Jamestown, N.Y., area of 5 investment professionals. Lou has significant experience in all areas of financial planning and was the 2015 recepient of the National Tax-Deferred Savings Association’s (NTSA) Elite Advisor Award. The NTSA Elite Advisor Award was established to recognize the contributions of advisors who, by their actions and example, have advanced best practice standards in the 403(b) and 457 retirement industry. In addition to holding the Certified Retirement Counselor® designation, he administers plans in the 403(b), 457, 401(k), and Section 125 areas, and has significant experience in all of them. Before his career as a financial professional, he was an educator in the Jamestown City School District for 22 years.

The NTSA Elite Advisor Award is an annual member recognition program that has been established to honor advisors who have helped shape best practices in serving clients in the 403(b) and/or 457 retirement industry, as well as to acknowledge their specific accomplishments and/or contributions. The NTSA Elite Advisor Award recognizes the very best advisor members of NTSA who have done the most to help individual plan participants accumulate assets for retirement. The focus is on advisor best practices for advocacy, leadership, practice management and legacy within the 403(b) and/or 457 retirement industry, directly impacting the ability for Americans to build a successful retirement, especially through retirement plans. In addition, the NTSA Elite Advisor Award proclaims to the industry, to the federal, state and local legislatures, and to the public that the NTSA and its advisors — as trained, experienced professionals — are critical to helping Americans in the non-profit sector achieve individual retirement security. 

Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation.