Turning Tides Financial
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
2821 Wehrle Dr Ste 4, Buffalo, New York,...Phone Number
(716) 800-4290Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Turning Tides Financial
Turning Tides Financial, led by Julianne Lepo, CDFA®, provides a range of financial services including wealth management, estate planning, and retirement strategies. The firm specializes in assisting women, particularly those navigating financial transitions or divorce, to create tailored financial plans. They are dedicated to educating clients on essential financial decisions to avoid costly mistakes. Based in Williamsville, NY, their goal is to empower clients to achieve financial independence and stability.Explore more
Turning Tides Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Turning Tides Financial
<$5M
1-10
Private
-
2007
JI
Julianne IncardonaBusiness Owner & Financial Advisor & Certified Divorce Financial Analyst
Company Profile Activity
Activity Insights
Turning Tides Financial is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Turning Tides Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Turning Tides Financial.
Turning Tides Financial Tech Stack
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Turning Tides Financial, led by Julianne Lepo, CDFA®, provides a range of financial services including wealth management, estate planning, and retirement strategies. The firm specializes in assisting women, particularly those navigating financial transitions or divorce, to create tailored financial plans. They are dedicated to educating clients on... Read More
