We're on a mission to empower Women to own their financial futures and feel confident about their money choices. We're a boutique financial planning firm that offers fee based comprehensive financial planning, retirement planning as well as investments (asset management), life, disability and long term care Insurance! We are obsessed with our clients success and helping them to achieve their financial goals. Our process is simple, educational and practical. Our systems won't overwhelm you, and you will never be judged. We listen to what you want and what your individual needs are. Coming in to talk with us about planning is like talking to a friend.
Bookkeeping * Payroll * Taxes * Accounting Software
Open now
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.
Choose Buffalos Credit and Consulting for a personalized, expert approach to your financial needs. Our experienced team offers a holistic range of services, including credit repair, financial planning, and educational resources, all designed to empower you toward long-term success. With a commitment to transparency and client satisfaction, we prioritize your unique goals. Let us help you achieve financial stability—contact us today!
Milestone’s mission is to bring efficiency, transparency, and education to law firms and their clients after settlement.
