The Income for Life Model
George Jankiewicz CPA, CFP® has more than two decades of experience in helping people meet their financial goals through strategies designed specifically for each individual’s needs.
Client Service Specialist Lori Gaster has worked with Tony Ristaino since 1998. She plays an active role in providing outstanding personal service to United Planners Financial Services’ clients.
More than 30 years ago, Tony Ristaino entered the financial services field with a tenacious, hard-working spirit and a passion for helping people solve problems.