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

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.

Huge SHOUTOUT to the greatest Tax prepares anyone could ask for. I have doing repeat business with…read moreEric, Michelle and Family for 15-20+ years (time has flown by) and each year I HIGHLY RECOMMEND them as they are experienced, budget friendly, down to earth and family friendly. I have never had an issue with getting mine and my families taxes done each year, even reaching out to ask questions is easy and every year THEY HAVE DONE RIGHT BY US!!! Once again, it's that time of year to sing the praises of some AMAZING PEOPLE and how they help maneuver within the world of TAX SEASON with ease. Please do not hesitate to reach out to them for help and cost friendly (dont forget to mention that I referred you via Facebook)

Eric and Michelle were beyond helpful this tax season. I usually file my own taxes online through…read moreTurboTax but I did just start a new job last year and make significantly more money. This March, TurboTax estimated that I will owe $7,000 in taxes!!! I then went to Long Forms Short Forms desperate for tax help and Eric and Michelle were able to get me a return! Needless to say I am beyond thankful. I highly recommend this place and will be back next year.

This agency is amazing! Mike helped me by guiding me what to do with my auto insurance and renters…read moreinsurance when I moved up to New York. He explained both policies really well and took into consideration what I needed. In addition, he was patient with my requests and ultimately helped me make a decision about obth policies. I highly recommend them for any help you would need with any type of insurance

So helpful and great rates. My whole family has been using these guys for years, no complaints. A…read morelot of times "no complaints" is the best you can say about insurance, but Crowley Insurance really deserves more recognition than that. I've had auto coverage from Crowley for as long as I've been driving. When my wife and bought our house, we did our homeowner's through Crowley. They suggested combining my car with homeowners and asked about my wife's car. We had never put much thought into her insurance and she was on some generic internet policy. By switching her over to what Crowley set us up with, her rate dropped a lot (with better coverage), my rate dropped some and our homeowner's dropped from what was first quoted. If I recall correctly, the total savings created by her getting a policy through Crowley was more than what our homeowner's cost. Yup, it pretty much meant buy car insurance, get free homeowner's. Sweet! Dealing with them is great too. I hit a deer, called the next morning and the person that answered the phone is the one that helped me out. No hold, no uninformed people. Just nice, friendly people that know what they are doing. Gabriel answered all of my questions and immediately got to work on the forms that the insurance company requires. Oh and only a $200 deductible. Sweet! I've only called there a handful of times, but always a great interaction. I can't believe I'm writing a review for an insurance agency, kinda boring, I know, but they really deserve recognition for how great they are. Highly recommend.

I was looking to lower my monthly car insurance cost. Anna at Haylor, Freyer, and Coon took a look…read moreat what I was working with and swifty got to work. She found me a better plan at a lower cost AND lower costing renter's insurance! I would recommend Haylor, Freyer, and Coon to anyone looking to save some money and improve their situation with great people.

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.

Jeff is Awesome Michelle is like a aunt too our family. very…read morepolite and always helpful. Linda has been a rock, holding down the office when a member is out. As a business I couldn't ask for a more supportive team. I love them all. ​

Very bad experience with State Farm, I wish I stayed where I was. State Farm quotes you one price…read moreand next month it's raised.