Patrick Donnelly My wife and I cannot say enough great things about Gary Anastasio. The most important thing is that Gary always gets back to you if you have a question. He is a very intelligent person who knows the Financial Business very well. If you’re looking for a Financial Professional, give Gary a call. You won’t be sorry you did.
Nessa Maries Cooking Show Excellent customer service!!! Very knowledgeable and cooperative with customers. Highly recommend. All the ladies are friendly and personable. So happy that I bank with them and you will be too!
Maddy Frank Jeff is the best! I would say I have very baseline financial literacy, so I was a bit nervous to consider investing. Even my retirement plan is a bit confusing to me. He took the time to share his knowledge with me and made it very easy to understand. He gave me some simple advice to help optimize my portfolio. He explained his reasoning for everything and the model they use at their firm. I appreciate that he didnt rush through it all and thoroughly answered my simplest questions without judgement. I would definitely trust this firm with your finances.
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.
Heidi Marion Renee has provided services to our family for decades. She is the consummate professional. She is trustworthy, knowledgeable, highly-experienced and simply a wonderful person.