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George S. Urist, CFP®

Urist Financial & Retirement Planning Inc.

5730 Commons Park Dr
East Syracuse, NY 13057
Phone: (315) 445-2147
Fax: (315) 445-4815

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Retirement
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

Considerations: Our mission is to help individuals achieve their financial goals through independent and objective advice

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.