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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
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Read more about the article Safeguard Your Digital Estate

Safeguard Your Digital Estate

  • Post author:admin
  • Post published:May 3, 2016
  • Post category:Videos: Estate & Business Planning

[two_third] [/two_third][one_third_last]   Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts? [/one_third_last]

Continue ReadingSafeguard Your Digital Estate
Read more about the article When Do You Need a Will?

When Do You Need a Will?

  • Post author:admin
  • Post published:April 7, 2016
  • Post category:Videos: Estate & Business Planning

[two_third] [/two_third][one_third_last] When Do You Need a Will? When do you need a will? The answer is easy: right now. [/one_third_last]

Continue ReadingWhen Do You Need a Will?
Read more about the article The Other Sure Thing

The Other Sure Thing

  • Post author:admin
  • Post published:March 1, 2016
  • Post category:Videos: Estate & Business Planning

[two_third] [/two_third][one_third_last] The Other Sure Thing Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?   [/one_third_last]

Continue ReadingThe Other Sure Thing
Read more about the article Do You Feel Lucky?

Do You Feel Lucky?

  • Post author:admin
  • Post published:March 1, 2016
  • Post category:Videos: Estate & Business Planning

[two_third] [/two_third][one_third_last] Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place.[/one_third_last][two_third]

Continue ReadingDo You Feel Lucky?
Read more about the article Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

  • Post author:admin
  • Post published:March 1, 2016
  • Post category:Videos: Estate & Business Planning

[two_third] [/two_third][one_third_last] Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? [/one_third_last]

Continue ReadingExit Strategies of the Rich and Famous

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.

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