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Lakeland’s Form CRS Disclosure

Lakeland's Form CRS Disclosure

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Contact Your Advisor

Mark W. Petro

mark.petro@lakelandinvestors.com

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About the Firm

Lakeland is a boutique financial advisory firm dedicated to providing investment management and strategic wealth planning for individuals, families and small businesses. Simply put, the firm strives to be your trusted advisor.

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Lakeland Investor Services

Phone: 814-382-6681
Email: mark.petro@lakelandinvestors.com

Investments and Advisory Services offered through Lakeland Investor Services, Inc., a Registered Investment Advisor. 11873 Oakland Beach Road, Conneaut Lake, PA 16316, (814) 382-6681. Insurance services offered through Mark W. Petro, an agent licensed in PA, OH, NJ, FL and VA, and Lakeland Insurance Services, LLC. Neither Lakeland Investor Services, Inc. nor its agents and representatives can provide tax, legal or accounting advice. Clients should consult their own attorney or tax advisor about their specific circumstances. To request a copy of Lakeland’s disclosure document please click here.

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