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Advancing Your Wealth with Lakeland

Mark Petro | Feb 19, 2022

Are You Ready to Retire?

Retirement
Financial Planning
Multi-generational Wealth
Your successful retirement awaits, and it can be all you imagined and planned for, and so much more!
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Mark Petro | May 3, 2021

Your will is critical! Here’s why …

Estate Planning
Financial Planning
Wills & Trusts
Basic estate planning starts with a will and the proper titling of property. Here's why your will is so important.
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Mark Petro | Apr 2, 2021

Your Roth Conversion Balancing Act

Retirement
Roth Conversions
Financial Planning
A balancing act exists between your need to minimize income taxation during your retirement years and your strategy of converting from a "pre-tax" to an "after
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Business owner in her shop.
Mark Petro | Sep 7, 2019

An Estate Planning Primer for Business Owners

Estate Planning
Business Valuation
Business planning basic considerations for small business owners
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Contact Your Advisor

Mark W. Petro, AIF®

 

  mark.petro@lakelandinvestors.com

  814-382-6681

More Information Bio

About the Firm

Lakeland Investor Services, Inc. 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, FL, MI, NJ, OH, 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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