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.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Learn More
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Learn More
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn More