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'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.

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 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.

As always, David is quick and accurate with our taxes. Knows all the new Trumpish changes. One hour…read moreand it's on to the next year.

When I found Janet lake State farm insurance I was so happy to know that they are caring…read moreunderstanding and compassionate people that works there, I have had personal conversations with Janet about situations I was going through and she stood tall right beside me and gave me my advice and how to get through it. And the employees are outstanding to what they do for people I would highly recommend Janet lake State farms insurance not just for your car for your home or anything else you may need to cover

Erin, an agent with the Janet Lake State Farm Insurance office was an effective, courteous, and…read morediligent when procuring my insurance coverage. She was knowledgeable, quick and easy to work within. I recommend this Stare Farm Agency, and Erin in particular.

Since working with Chris I've saved considerable money compared to my previous insurance provider…read moreand the Allstate claims process has been terrific.