Marc R. Poirier is a Retirement Planning Specialist of Equitable Advisors and a Financial Professional with Financial Compass Group, LLC. With a mission to guide financial behaviors based on sound financial fundamentals, Marc’s reputation and success is built on more than 40 years of client and community involvement, including his roles of being the past Chair of the Chamber of Commerce and Optimist Club and his previous role as Chair of the NAF.
Marc takes great pride in guiding people through a financial plan that’s designed to help them understand the maze of financial products available. This guidance gives his clients the clarity to develop retirement goals and make their lives more manageable with less stress.
This commitment to clients shows: Marc has won multiple awards in customer satisfaction and personal accomplishment, achieving the hall of fame with Equitable Insurance, as well as being a Qualifying and Life Member of the Million Dollar Round Table, given to top advisors who establish ethical and effective ways to educate clients on financial products.
A lifelong learner, Marc earned his Associates Degree in Applied Sciences, is a Chartered Life Underwriter and has a Wharton Certificate in Retirement Planning. He is currently enrolled in American College and is taking the RICP® course, an advanced designation designed for advisors working in the retirement income planning field.
Marc’s passion for getting more out of life is also reflected in his personal interests, including travel, entertaining and attending Celtics games and the theater. Yet Marc also understands the need to stay grounded, which is why his love of yard work and working with his hands keeps him in touch with his farming upbringing, as does his family which includes his wife Peggy, his four sons, and his increasing number of grandchildren.
Marc R. Poirier is a registered representative who offers securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, and an agent who offers annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA, Equitable Network Insurance Agency of Utah, LLC in UT, Equitable Network of Puerto Rico, Inc. in PR). Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Financial Compass Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. AGE 154407 (07/20) (exp 07/22).
Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.