


Turning Tides Financial Revenue
Financial Services • Buffalo, New York, United States • 1-10 Employees
Turning Tides Financial revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Key Contact at Turning Tides Financial
Julianne Incardona
Business Owner, Financial Advisor, Certified Divorce Finacial Analyst
Company overview
| Headquarters | 4476 Main Street, Suite 204, Amherst, NY 14221, US |
| Phone number | +17168004290 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Planning, Divorce Financial Strategies, Retirement And Investment Management, Women'S Wealth And Financial Independence |
| Founded | 2012 |
| Employees | 1-10 |
| Socials |
Turning Tides Financial Email Formats
Turning Tides Financial uses 1 email format. The most common is {first initial} (e.g., j@turningtidesfinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@turningtidesfinancial.com | 100% |
About Turning Tides Financial
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. The founder and CEO, Julianne Lepo has over 25 years 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; retirement and investment management; and insurance solutions. For a list of states in which I am/we are registered to do business, please visit http://turningtidesfinancial.com/ Securities offered through LPL Financial, Member SIPC sipc.org/. 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 LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, FL, MD, NJ, NY and OH.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Turning Tides Financial has never raised funding before.
Turning Tides Financial Tech Stack
Discover the technologies and tools that power Turning Tides Financial's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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