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.

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.

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.

Had these guys carrying multiple Insurance policies for me…read more Had my agent tell me to shut up on the phone and hang up on me. Had me paying 1,000s more than I should. Called to try and see how we could lower premiums. Was told nothing they could do. Called insurance company myself and had it lowered. SUPER unprofessional!

CH Insurance /Benefits have been incredible when sorting through insurance needs - they help to…read moreensure that we have the right coverage for home, auto, and health. A trusted source and wealth of information especially now when changes happen every year!

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.