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.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
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What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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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.
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