Urist Financial and Retirement Planning, Inc. - East Syracuse (NY)

Blueprint for Selling, James McEntire In my business dealings with Rob Just, I have found him trustworthy, caring, thoughtful, and an expert in handling finances.

Kenzie Palmer The ATM is 24/7 and inside for those with debit cards. They have two ATMS and they allowed multiples of $1 instead of $20 like most ATMS. If you have any type of credit union account there will be NO ATM fees! Which is great! It’s private and clean inside.

shawn dibello Very disappointed in the way I was treated by the teller on the phone. I called about my account, when I tried to explain to the teller what happened I was cut off twice by her saying, “ I don’t care”. When I asked one other question I was told, “ Just keep an eye on your account”. I hung up and called the Grant Ave branch was treated a thousand times better and they even apologized for what the other teller said to me. I’ll most likely be closing all my accounts soon and going to a different bank. And yes I do know the ride tellers name and did provide it to the second branch.

Roz Feinstein Anne Chernish is top notch financial adviser. I can only hope that her expanding business association will continue or even surpass her fine results!

Elizabeth B. Cotton This is a credit union for those who keep calling it a bank. Yes, there are differences. In any case, this is a great place to do business and they are always professional and polite. I have been a member for nearly 25 years and rarely a problem they cant take care of.

Julio Miranda I have been going to Arline Arias & Associates,I love the service,Arline is pleasant and fair i know friends and family that also do their taxes there i am happy with the excellent service. There is a bit of a wait since she has many clients but is worth the wait.

Wendy Shutter My husband has used Andrew Smith (and his father) as his advisors for most of his life. Now that hes ready to retire its wonderful to see how their planning has paid off with another source of guaranteed income. To some of the negative posts on this site, people should understand that Wells Fargo Advisors is not a bank.