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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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    • Useful Links
    • Our Trusted Contacts
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Read more about the article Happy St Paddy’s Day!

Happy St Paddy’s Day!

  • Post author:admin
  • Post published:March 17, 2017
  • Post category:Financial

The three green leaves of the Shamrock is more than the unofficial symbol of Ireland and one of the marshmallows in Lucky Charms. The Shamrock has held meaning to most…

Continue ReadingHappy St Paddy’s Day!
Read more about the article Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

  • Post author:admin
  • Post published:September 28, 2016
  • Post category:Financial

Budget Check Up: Tax Time Is the Right Time Every year, nearly 150 million households file their federal tax returns.¹ For many, the process involves digging through shoe boxes or…

Continue ReadingBudget Check Up: Tax Time Is the Right Time
Read more about the article What is the Value of Your Business?

What is the Value of Your Business?

  • Post author:admin
  • Post published:April 7, 2016
  • Post category:Financial

  What is the Value of Your Business? According to Silver Grove Financial Group, Inc., in the first quarter of 2015, nearly 2,000 small businesses were sold. The median sale…

Continue ReadingWhat is the Value of Your Business?
Read more about the article 9 Facts About Social Security

9 Facts About Social Security

  • Post author:admin
  • Post published:March 8, 2016
  • Post category:Financial

9 Facts About Social Security   Ever since the establishment of Social Security in 1935, it has been a fact of retirement life. Most of us think that we know…

Continue Reading9 Facts About Social Security
Read more about the article Divorce Doesn’t Have To Be The End Of Your Financial Future!

Divorce Doesn’t Have To Be The End Of Your Financial Future!

  • Post author:admin
  • Post published:May 23, 2015
  • Post category:Divorce/Financial

Don’t gamble with your future! The financial ramifications of divorce can be devastating, but proper planning with a Certified Divorce Financial Analyst (CDFA) can help transition you through this difficult…

Continue ReadingDivorce Doesn’t Have To Be The End Of Your Financial Future!
Read more about the article Women Are Decision Makers

Women Are Decision Makers

  • Post author:admin
  • Post published:May 21, 2015
  • Post category:Financial/Women's Wealth

When the Going Gets Tough, Women Get Going Historically, women have had less to do with financial decisions than men and their investment volume has also been lower. However, that…

Continue ReadingWomen Are Decision Makers
Read more about the article Our Favorite Things

Our Favorite Things

  • Post author:admin
  • Post published:May 15, 2015
  • Post category:Financial/Women's Wealth

Chocolate, shoes, purses and wine! Sound about right?! What if we turned these “things” into feelings and expectations for your financial future, say retirement? Maybe it would sound more like,…

Continue ReadingOur Favorite Things
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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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