This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Turning Tides Financial
- Financial Services
- Williamsville, NY
About this business
Julianne Lepo and Katie Weibel bring you over 32 combined years of experience in the finance industry. Both believe in a personal approach to Wealth Management, and each understands that unique needs require unique attention. During periods of transition such as retirement, divorce, loss of a spouse, and business and insurance planning, rely on Turning Tides Financial LLC.
Location details
2821 Wehrle Drive, Ste 4, Williamsville, NY, 14221, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 6:00 p.m. | |
| Tue | 8:00 a.m. to 6:00 p.m. | |
| Wed | 8:00 a.m. to 6:00 p.m. | |
| Thu | 8:00 a.m. to 6:00 p.m. | |
| Fri | 8:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I cannot recommend Julianne Lepo enough!! She is so knowledgeable and thorough in her financial planning and analysis. Julianne has assisted me professionally in my mediation matters and personally on my own investments. I have recommended Julianne to my clients because I have so much confidence in her skills and first hand experience. Julianne is very responsive and passionate about what she does- you can see that she enjoys educating her clients on how to succeed financially.
My experience with Julianne Lepo and Turning Tides Financial has been a positive experience which came at a time when my divorce was beating me down and exhausting me mentally. Julianne gave me the confidence and knowledge I needed to continue to make the decisions I needed to make to secure my financial future for myself and my children. She is very knowledgeable in the world of divorce mediation and investing for your future. She was so easy to talk to and consider her a new friend and would refer her to anyone that needs ... read more
Frequently asked questions about Turning Tides Financial
How is Turning Tides Financial rated?
Turning Tides Financial has a 5 star rating with 2 reviews.
When is Turning Tides Financial open?
Turning Tides Financial is closed now. It will open on Monday at 8:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com