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.
Carol Schmeiser, ChFC® was quoted in the December 2018/January 2019 edition of the 55 Plus magazine
Carol Schmeiser, ChFC® was quoted in the December 2018/January 2019 edition of the 55 Plus magazine in an article discussing donating to charities. http://www.cny55.com/wordpress/features/checking-out-charities/
Our Advertisement in the June 2018 edition of the Syracuse Woman Magazine
Our advertisment in the June 2018 edition of the Syracuse Woman Magazine