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Urist Financial and Retirement Planning, Inc. - East Syracuse, New York

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 5730 Commons Park, East Syracuse, NY 13057, United States.
Phone: 3154452147.
Website: uristfinancial.com
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Urist Financial and Retirement Planning, Inc.

Urist Financial and Retirement Planning, Inc. 5730 Commons Park, East Syracuse, NY 13057, United States
☎️3154452147

⏰ Open Hours of Urist Financial and Retirement Planning, Inc.

  • Monday: 8:30 am–5 pm
  • Tuesday: 8:30 am–5 pm
  • Wednesday: 8:30 am–5 pm
  • Thursday: 8:30 am–5 pm
  • Friday: 8:30 am–4 pm
  • Saturday: Closed
  • Sunday: Closed

Urist Financial and Retirement Planning, Inc.

Urist Financial and Retirement Planning, Inc. es una empresa de planificación financiera y jubilación con sede en East Syracuse, Nueva York, Estados Unidos. La empresa se encuentra ubicada en la dirección 5730 Commons Park, East Syracuse, NY 13057, United States.

Para contactar a Urist Financial and Retirement Planning, Inc., puede llamar a 3154452147 o visitar su sitio web en uristfinancial.com.

Especialidades

Urist Financial and Retirement Planning, Inc. ofrece servicios de planificación financiera personalizados, incluyendo:

  • Planificación de jubilación
  • Administración de inversiones
  • Asesoramiento de seguros
  • Planificación de impuestos

Otras características

La empresa ofrece:

  • Apuntamientos en línea
  • Servicios en sitio
  • Acesso a vehículos de estacionamiento adaptados para discapacitados
  • Acceso a la entrada adaptada para discapacitados
  • Acceso al baño adaptado para discapacitados

Opiniones

Según las opiniones de los clientes, Urist Financial and Retirement Planning, Inc. ha demostrado ser una empresa confiable y profesional, con un enfoque en brindar atención personalizada a sus clientes.

La empresa ha recibido 3 opiniones positivas en Google My Business, con una media de opinión de 5/5.

Los clientes han destacado la ayuda y la paciencia de los representantes de la empresa, especialmente Carol Schmeiser, quienes han demostrado una comprensión y una explicación clara de los temas financieros complejos.

Los clientes también han expresado su satisfacción con la atención personalizada que reciben y la confianza que se sienten con la empresa al manejar sus cuentas financieras.

👍 Reviews of Urist Financial and Retirement Planning, Inc.

Urist Financial and Retirement Planning, Inc. - East Syracuse, New York
Ann M. A.
5/5

Urist Financial and Retirement Planning staff have been very helpful to me, especially Carol Schmeiser. Their personal attention to me and my financial situation is much appreciated, including patiently taking time to educate me on financial topics that I am confused about. I feel confident they have my best interest in mind, and that they have the expertise and time to manage my accounts properly. I would recommend this firm to others, including out of state clients.

Urist Financial and Retirement Planning, Inc. - East Syracuse, New York
Suzanne W.
5/5

We have been with Urist Financial for 30 years and have always been very satisfied with George's management of our accounts. George and his staff have always been most helpful. George takes the time to explain things until we understand how he and his firm are managing our financial assets.

Urist Financial and Retirement Planning, Inc. - East Syracuse, New York
Stuart R.
5/5

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