News
George Urist was quoted by Go Banking Rates in the October 13, 2023 article titled: Even Smart People Make These 15 Mistakes in Retirement.
George Urist and Courtney Arria published an article titled Selected Estate Planning Cases and the Lessons They Taught Us in the October issue of the Journal of Financial Planning.
Our Advertisement in the April 2023 edition of the Syracuse Woman Magazine
George Urist celebrated his 35th anniversary with LPL Financial on February 8, 2023.
Courtney Arria obtained her New York State Insurance License on February 1, 2021.
Courtney Arria obtained her New York State Insurance License on February 1, 2021.
Carol Schmeiser was awarded the Corporate Volunteerism Above and Beyond Award at the United Way Achievement in Caring Celebration in May 2019.
Carol Schmeiser was awarded the Corporate Volunteerism Above and Beyond Award at the United Way Achievement in Caring Celebration in May 2019.
Carol Schmeiser, ChFC® and Courtney Arria, CFP® were featured in the Dollars and Sense article of the January 2019 edition of the Syracuse Woman Magazine
Carol Schmeiser, ChFC® and Courtney Arria, CFP® were featured in the Dollars and Sense article of the January 2019 edition of the Syracuse Woman Magazine.