Alain Martin - TD Wealth Financial Advisor - Mineola (NY)

Melissa Wong Kristen is an incredible person to work with on money matters due to her compassionate, personal approach. She brings much needed offerings to those looking to get control of their finances: empathy and support. She is a clear communicator, friendly, approachable, and manages to acknowledge the complexities of money management while still breaking it down in a simply, easy-to-understand way. Shes a great teacher, cares deeply about her clients and Id highly recommend to anyone looking to work with a CFP who will work to understand their needs, values, and improve their financial situation.

Katongo Chama Horrible horrible experience Went to the ATM and had to use the bathroom and was denied. As a customer with accounts at Bank of America, this is a disgrace. It is understandable for people just walking off the street but if someone is in the business and using your services wow they should be ashamed.

Sylvia S Good Bank

jonny denny Don’t do business with Wells Fargo or they’re associates they will have you jumping through hoops and you’ll regret it

Suzanne Wass We have been with Urist Financial for 30 years and have always been very satisfied with Georges 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.