Gina was a huge help getting my new policy set up the way I wanted, and it was a good price too…read more I'm very happy.

Ms.Gina is very friendly she answered all my questions,I am very pleased with her hard work and…read morededication . I will be referring her to all my family and friends.. Thank you Ms.Gina

I give my highest recommendation to Rick Urciuoli and the wonderful team at Summit Planning! They…read moremanaged my mom's retirement accounts and protected her nest egg through decades of turbulent times including the 2008 banking and housing crisis all the way through to her passing last Thanksgiving. When I became my mom's power of attorney in 2019, Rick and the Summit Planning team gave me invaluable advice in how to plan for my mom's last years. I was always met with professionalism, warmth, and expertise. What really stood out to me was their attention to detail and commitment to ensuring I fully understood every aspect of the plan. They made complex concepts easy to grasp and gave me the confidence that my mom's financial future was secure. I never felt rushed or pressured, and the level of care they showed throughout the process was exceptional. The team is incredibly knowledgeable, and they genuinely care about their clients. My mom and I could not have succeeded in providing the great quality of life she enjoyed without the Summit Planning team. Thank you, Rick, Heidi, Darla and Kandy, for your outstanding service. --M.F

I had a very bad experience with Richard Urciuoli, President and CEO of Summit Planning Group, Inc…read more of Syracuse, New York. Mr. Urciuoli, in my opinion, exhibited deplorable behavior during a routine status review meeting. With no intended provocation on my part, Mr. Urciuoli suddenly lost his composure, went into a tirade complete with profanity, threw me out of his office and told me to take my money with me. At one point, his behavior became so unruly that he lunged across the table and snatched back a pair of complimentary planner booklets and pens he had presented to me moments earlier. All of this discourse was within earshot of other employees, via an open conference room door. I know of nothing I did that could have triggered this outburst. When the incident occurred, my accounts, my life's savings, were immediately placed on inactive hold and no guidance was provided as to how I should proceed going forward. I was briskly ushered out the front door, seconds after the outburst subsided. I was forced to stop everything I was doing and to seek alternative financial assistance, at a very inopportune time for me. Closing multiple accounts proved quite expensive and the effort required on my part was significant. All of this was unanticipated; brought about instantly by Mr. Urciuoli's inexcusable outburst. The Certified Financial Planner Rules of Conduct and Code of Ethics expound on the virtues of dignity, professionalism and courtesy toward clients. I believe Mr. Urciuoli's behavior toward me fell far short of any and all professional standards.

I'm an independent contractor, small business owner and salaried employee. In other words, doing my…read moreannual taxes would be a massive headache and bad idea if I were to do them myself. Last year, I had a bad experience with the preparer I used (too expensive and didn't want to sit with me as they did them so I could answer questions). As such, I was referred this year to Stephenson by a friend and I'm thrilled. Mr. Stephenson say with me and looked over all my documentation. I try to be thorough and have all my records and receipts organized before arriving. I was however missing a few and needed to retrieve them. He then finished them later once he had the additional documentation. His pricing is extremely reasonable and affordable. I highly recommend him.

This guy is the worst. Did not respond to my request to do my return. Let me believe he was working…read moreon it but just ignored me. I wouldn't use them unless I owned a lemonade stand.

Lynn was very patient explaining the coverage and finding the best rates…read more Everything was very clear

if I could give 10000 stars I would, Jordan is the best and so helpful. She truly goes above and…read morebeyond!

Chris Otis was very thorough and patient in describing all the different coverage levels and all…read morethe recent changes in the laws to help me make educated decisions regarding My Home auto and additional coverage that I might need or not need to get me the best rates. I just started this policy, but my older brother has been with Chris for years, and recommended him highly. Nothing but good to say about this company. Peter

I have been doing business with Chris for 30 years. It's been a love hate relationship. Not with…read moreChris but State Farm. Sometimes we are captive by the products we sell. But all in all the firm is a class act. I always have had honest assessments and dealings with them. I try to shop for the best price but find sometimes if it's close I use Chris since he is always looking out for me when it comes time to submit a claim. I highly recommend them and if the shoe fits, (ie the price and coverage is right for you), wear it.

Best agent ever always held me out when I need it and always finding best deals anywhereread more

I love working with this office!! The staff helps me with all of my insurance and every time I stop…read moreby they have awesome giveaways! Highly recommend!!

We have done business with State Farm for 16 years....2 homes, 3 cars, business insurance…read more Payments kept going up. Finally I looked into car insurance with another company, and got exactly the same insurance for $250 per month less. Business insurance lower with another company by $32 per month. These were auto-deduct policies and when you get ready to cancel, you find out they bill you after the fact - your current payment pays for the prior month, so you still owe another month after you cancel. I never complain, so this is a first. You have to watch out for yourself. There are no deals for being a long-time customer.

Great customer service when it is needed, awesome employees, especially Austin and Shelly, who went…read moreabove and beyond for my needs! Highly, highly recomend!

Super nice and knowledgeable folks who make you feel like family. I can tell they are making good…read moreinvestments for us and we appreciate them.