Erie Office – (814) 520-5511
Ohio Office - (216) 233-7009
Texting Only - (440) 276-3883
2820 West 23rd Street, #204-205
Erie, PA 16506
Gilles.r.mulard@lpl.com
Dinah.urbaniak@lpl.com
Make a plan to fund your future
What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, we can help you make a plan to pursue your goals.
Services for your business
Your business has unique needs, and we have the resources to support you, your business and your employees.
Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
Learn More
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Learn More
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Learn More