George S. Urist,  CFP<sup>&reg;</sup> - Financial Advisor

George S. Urist, CFP®

President

Urist Financial & Ret Planning Inc.

5730 Commons Park Drive
East Syracuse, NY 13057
FINANCIAL ADVISOR'S WEBSITE
(315) 445-2147 CONNECT WITH George
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General

George Urist is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Urist Financial & Ret Planning Inc. in East Syracuse, NY and the surrounding communities.

Financial Advisor Overview

We have been serving individuals and small businesses with independent, objective financial planning and investment management since 2001. 

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Financial Advisor Experience

George Urist has over 30 years experience in the financial industry.  He has been a CERTIFIED FINANCIAL PLANNER since 1987. 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NY
  • Health/disability insurance: NY
  • Fixed annuities: NY
  • Variable annuities: NY

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial
Member FINRA/SIPC

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Job Loss, Retirement, Life Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources