Reviews for Turning Tides Financial, LLC

Write a review
  • Oct 2017

    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.

  • Oct 2016

    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 a safe place to invest for the future !

Photos

Add a Photo
Turning Tides Financial, LLC
View All Photos

From Turning Tides Financial, LLC

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. Julianne Lepo has over 25 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, women's wealth & financial independence, retirement and investment management, and insurance solutions.

Hours

Monday: 8AM - 6PM
Tuesday: 8AM - 6PM
Wednesday: 8AM - 6PM
Thursday: 8AM - 6PM
Friday: 8AM - 6PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

Turning Tides Financial, LLC

4476 Main St Suite 204-C, Amherst

Directions Call Website Suggest an Edit