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The mission of Turning Tides Financial LLC is to deliver a personalized wealth management approach in helping individuals navigate life-changing periods of transition, such as retirement, divorce, loss of a spouse, and business and insurance planning. The company’s partners, Julianne Lepo and Katie Weibel, have over 35 years of combined experience in the financial industry and understand that each client has different needs that require unique, customized attention. The services offered by Turning Tides Financial LLC include divorce financial strategies; business and estate planning; retirement and investment management; and insurance solutions. For more information call 716-800-4290 or visit https://www.turningtidesfinancial.com/
The mission of Turning Tides Financial LLC is to deliver a personalized wealth management approach in helping individuals navigate life-changing periods of transition, such as retirement, divorce, loss of a spouse, and business and insurance planning. The company’s partners, Julianne Lepo and Katie Weibel, have over 35 years of combined experience in the financial industry and understand that each client has different needs that require unique, customized attention. The services offered by Turning Tides Financial LLC include divorce financial strategies; business and estate planning; retirement and investment management; and insurance solutions. For more information call 716-800-4290 or visit https://www.turningtidesfinancial.com/