Urist Financial

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

5730 Commons Park, East Syracuse, New Yo...

Phone Number

(315) 445-2147

Revenue

<$5 Million

Industry

Finance Securities Trading

About Urist Financial

Urist Financial specializes in retirement planning and income strategies, managing investment portfolios throughout a client's lifetime. They assist individuals who have recently acquired wealth and provide support for spouses who are recently widowed or divorced. Their services include financial planning for retirement, divorce, inheritance, and spousal loss, as well as asset and wealth management. With over 60 years of combined experience, Urist Financial aims to help clients achieve their financial goals.Explore more
Urist Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Urist Financial Org Chart

PhoneEmail
George Urist, President & Certified Financial Planner at Urist Financial
United States flag for contact location.

President & Certified Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Urist Financial

<$5M
1-10
Private
-
2001
George Urist, President & Certified Financial Planner at Urist Financial
George UristPresident & Certified Financial Planner
<$5M
1-10
Private
-
1990
JW
James WallischCertified Financial Planner & Branch Manager, Lpl
<$5M
1-10
Private
-
1996
BG
Brian GiffinFinancial Executive & Advisor
<$5M
11-50
Private
-
2015
SR
Susan RossiOffice Manager
Illustration of an envelope

Urist Financial Tech Stack

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Frequently Asked Questions Regarding Urist Financial

What is Urist Financial's official website?
Urist Financial's official website is www.uristfinancial.com
What is Urist Financial's Revenue?
Urist Financial's revenue is <$5 Million
What is Urist Financial's SIC code?
Urist Financial's SIC: 62,628
What is Urist Financial's NAICS code?
Urist Financial's NAICS: 52,523
How many employees does Urist Financial have?
Urist Financial has 1-10 employees
What industry does Urist Financial belong to?
Urist Financial is in the industry of: Finance, Securities Trading
What is Urist Financial competition?
Urist Financial top competitors include: FC Financial Services, Covenant Financial Advisors, Virtus Group
What technology does Urist Financial use?
Some of the popular technologies that Urist Financial uses are: WooCommerce, WordPress.org, PHP, Eploy
How do I contact Urist Financial?
Urist Financial contact info: Phone number: (315) 445-2147 Website: www.uristfinancial.com
What does Urist Financial do?

Urist Financial specializes in retirement planning and income strategies, managing investment portfolios throughout a client's lifetime. They assist individuals who have recently acquired wealth and provide support for spouses who are recently widowed or divorced. Their services include financial planning for retirement, divorce, inheritance, and s... pousal loss, as well as asset and wealth management. With over 60 years of combined experience, Urist Financial aims to help clients achieve their financial goals.Read More

What are Urist Financial social media links?
Urist Financial Twitter page Urist Financial Facebook page
Is Urist Financial a public company?
Urist Financial is private company therefore does not currently have an official ticker symbol
See more information about Urist Financial

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