Please ensure Javascript is enabled for purposes of website accessibility


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.