Lakewood, NY Office

Team
Updated today

Client AUM

$21,723,445,661

Clients

138,132

Advisors

4

Of 333 advisors across 305 offices

Location

110 Mall Blvd.

Lakewood NY 14750

Advisors at this office

4

Advisors at this office

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Louis D

Series 63

Lakewood, NY

Lincoln Investment

Louis Deppas is a financial advisor with Lincoln Investment, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he is involved in several community organizations, including serving as vice president of the Lucy Desi Center board and as a board member of the Chautauqua Sports Hall of Fame. He also participates on the finance committee of the Chautauqua Region Community Foundation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of managed portfolio programs, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Devin C

Series 63, Series 65

Lakewood, NY

Lincoln Investment

Devin Cruea is a financial advisor with Lincoln Investment based in Lakewood, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Lincoln Investment in 2019, he worked at Paychex Inc and Enterprise Rent-A-Car. Outside of his advisory role, Cruea is involved as a sales representative for Medicare supplement and advantage plan sales and serves as a paid assistant coach for modified football at Frewsburg Central School. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of investment programs, utilizing both strategic and tactical approaches through its Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Thomas P

Series 63, Series 65

Lakewood, NY

Lincoln Investment

Thomas Pope is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at CSM Bakery Solutions, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory duties, he serves as the Chairman of the Investment Committee at Christ First United Methodist Church and provides IT technical support for Deppas Operations Inc. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, advisor-managed and firm-managed portfolios, and operates as both a broker-dealer and insurance agency, overseeing a diverse mix of investment strategies.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Noah L

Series 63, Series 65

Lakewood, NY

Lincoln Investment

Noah Larson is a financial advisor with Lincoln Investment based in Lakewood, NY. He holds Series 63 and Series 65 credentials and has three years of industry experience. Prior to joining Lincoln Investment, Larson worked at Capital Analysts and Lewis & Lewis, P.C. He is also involved as a Medicare sales representative, assisting Medicare-eligible individuals in selecting suitable plans. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning services and employs both strategic and tactical investment approaches, managing approximately $22.9 billion in advisory assets as of December 2025.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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