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  • Home
  • About
    • About Us
    • Our Process
  • Services
    • All Services
    • Women & Investing
    • Divorce Planning
    • Financial Planning & Asset Management
    • Women in Financial Transition
  • Financial Planning
    • Investment & Retirement
    • Divorce Financial Services
  • Resources
    • Divorce Workshops
    • Worksheets & Checklists
    • Blog
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    • Financial Calculators
    • Useful Links
    • Our Trusted Contacts
  • Contact
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Read more about the article Executive Summary: Midyear Outlook 2018

Executive Summary: Midyear Outlook 2018

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  • Post published:July 19, 2018
  • Post category:Commentary/Press

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Read more about the article Who’s Who in Banking & Finance – Buffalo Business First

Who’s Who in Banking & Finance – Buffalo Business First

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  • Post published:July 3, 2018
  • Post category:Press

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Continue ReadingWho’s Who in Banking & Finance – Buffalo Business First
Read more about the article A Guide to Understanding Annuities

A Guide to Understanding Annuities

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  • Post published:February 22, 2018
  • Post category:Financial

Annuities in a nutshell Annuities are actually insurance contracts, issued by insurance companies, even though they do not work exactly like traditional types of insurance. Whereas life insurance pays out…

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Read more about the article Why Use A Certified Divorce Financial Analyst?

Why Use A Certified Divorce Financial Analyst?

  • Post author:admin
  • Post published:February 12, 2018
  • Post category:Divorce/Financial

There is an old saying, “Would you see a mechanic about a heart problem?” Of course not – you would go to a doctor, specifically a cardiologist. I believe that…

Continue ReadingWhy Use A Certified Divorce Financial Analyst?
Read more about the article Weekly Marketing Commentary: FOURTH QUARTER EARNINGS SEASON OFF TO A GOOD START

Weekly Marketing Commentary: FOURTH QUARTER EARNINGS SEASON OFF TO A GOOD START

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  • Post published:February 2, 2018
  • Post category:Commentary

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Read more about the article Weekly Economic Commentary: BEIGE BOOK: WINDOW ON MAIN STREET

Weekly Economic Commentary: BEIGE BOOK: WINDOW ON MAIN STREET

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  • Post published:February 2, 2018
  • Post category:Commentary

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Read more about the article New Year, New Start

New Year, New Start

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  • Post published:February 1, 2018
  • Post category:Financial

It is a new year and a new start for your relationship with money. Money means different things to different people. Whether you like to admit it or not, it…

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Read more about the article 4 Big Reasons to Make a Roth IRA Part of Your Retirement Strategy

4 Big Reasons to Make a Roth IRA Part of Your Retirement Strategy

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  • Post published:October 3, 2017
  • Post category:Financial

Roth or regular? While both kinds of IRAs have their place in retirement planning, here's why you should consider a Roth. If you’ve been considering a Roth IRA as part…

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Read more about the article Turning Tides Financial: Bee Publications

Turning Tides Financial: Bee Publications

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  • Post published:May 12, 2017
  • Post category:Press

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Read more about the article Weekly Economic Commentary: April Preview

Weekly Economic Commentary: April Preview

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  • Post published:April 17, 2017
  • Post category:Commentary

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julianne financial

Julianne Lepo, CDFA®
CEO & Financial Advisor
Julianne.Lepo@lpl.com
Full Biography | Get to Know Me

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

julianne financial

Diane George
Marketing Director

Diane.George@lpl.com

Amanda Kasarjian
Business Operations Manager

Amanda.Kasarjian@lpl.com



Investment advice offered through Silver Grove Advisory Services, a registered investment advisor. Silver Grove Advisory Services, and Turning Tides Financial are separate entities from LPL Financial. The entities listed above are not affiliated with Turning Tides Financial and LPL Financial. The entities listed above are not affiliated with Turning Tides Financial and LPL Financial.

julianne financial Julianne Lepo, CDFA®
CEO & Financial Advisor

Julianne.Lepo@lpl.com
Full Biography | Get to Know Me
716.800.4290 | info@turningtidesfinancial.com

julianne financial

Julianne Lepo, CDFA®
CEO & Financial Advisor
Julianne.Lepo@lpl.com
Full Biography | Get to Know Me Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

julianne financial

Diane George
Marketing Manager

Diane.George@lpl.com

Amanda Kasarjian
Business Operations Manager

Amanda.Kasarjian@lpl.com

Client Account View • LPL Financial • SEI Log In • Orion/TD Ameritrade

Contact Info

4476 Main Street, Suite 204-C
Amherst, NY 14226

4201 North Buffalo Rd
Orchard Park, NY 14127

 

716.800.4290
Julianne.Lepo@lpl.com

Turning Tides Financial, LLC

5500 Main Street, 
Suite 215, 
Williamsville, NY 14221

Phone: (716) 800-4290
Email: julianne@turningtidesfinancial.com

Schedule An Appointment

Check the background of this investment professional on BrokerCheck by FINRA.

Investment advice offered through Silver Grove Advisory Services, a registered investment advisor. Silver Grove Advisory Services, and Turning Tides Financial are separate entities.

© 2025 Turning Tides Financial, site by New York Marketing.
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