Urist Financial & Retirement Planning, Inc.

(UFRP), we specialize in providing independent financial advice, retirement planning and income strategies, managing investment portfolios over a client's lifetime, helping individuals who have recently acquired wealth and assisting spouses recently widowed or divorced.

*George S. Urist is President of UFRP and earned his CERTIFIED FINANCIAL PLANNER ™ designation in April 1987. He began his fin

ancial services career over 38 years ago. From the beginning he has been dedicated to helping clients address their financial goals and building long term relationships.

*Carol Schmeiser is an LPL Registered Representative and a Chartered Financial Consultant®. She has over 24 years of experience in the financial field and has worked at Urist Financial since 1999. The financial success and well-being of her clients is her priority.

*Courtney Arria is an LPL Registered Representative and a CERTIFIED FINANCIAL PLANNER ™. She has drawn from personal experience to develop an empathetic approach to working with widows and widowers, as well as young families just getting started.

*Elizabeth Zogby is a Client Services Specialist and has worked at Urist Financial since July 2013. She is people oriented and enjoys being part of the team that helps to provide clients with excellent service.