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.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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