Broker Check

ABOUT US

OVERVIEW

OVERVIEW

We create strategies that are tailored to your needs and goals.

Learn more
OUR PROFESSIONALS

OUR PROFESSIONALS

Years of experience have prepared us to guide you through your life transitions.

Learn more
OUR CULTURE

OUR CULTURE

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Meet our team of experienced professionals.


Most hold various professional designations, and qualified representatives are licensed to offer a variety of investment and insurance strategies.

Marc R. Poirier

Financial Professional
Retirement Planning Specialist
CLU


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.

 

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certi?cate 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 5771754.1 (6/23) (Exp 6/25).

 

DOWNLOAD FULL BIO

WE CAN HELP

Find Out More