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News & Updates

Mark Petro | Sep 7, 2019

An Estate Planning Primer for Business Owners

Estate Planning
Business Valuation

As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives

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Mark W. Petro

 

  mark.petro@lakelandinvestors.com

  814-382-6681

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About the Firm

Lakeland is a boutique financial advisory firm dedicated to providing investment management and strategic wealth planning that is right for you. 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 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.

TD Ameritrade, Inc. is one of the firms that Lakeland uses to custody client assets. TD Ameritrade and Lakeland Investor Services, Inc. are separate and unaffiliated firms, and are not responsible for each other's services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

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