Maryann Winters has been the CPA for the online business that I run for about 9 years now and she…read moreis extremely helpful. Every phone conversation and in-person meeting that I've had with her has been nothing short of pleasant and she's very competent in her field. Whether it's corporate law or personal income taxes, Maryann Winters at Sircha & Cuomo does a fantastic job and is seriously nothing short of extraordinary in her field. She's a great problem solver and creative thinker and is wonderful to work with. I would recommend her without any hesitation to anyone seeking a great CPA.

We have been with this firm a number of years and from the first contact up front you feel that…read moreyour issues are important to them. As a business owner prompt service is important, and that's what you get here.

We have been using this Credit Union for about a year now. We definitely recommend using Megan for…read moreall of your loan needs, she has been helping us with our home equity s and was very helpful and useful.

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've been meaning to write this review for a while since we purchased our home in Manlius a year…read moreback. The service here is outstanding, and all the realtors in this office were very friendly and welcoming. I worked with Evelyn Emerson out of this office and she was extremely knowledgeable about the entire process and helped us every step of the way. My husband was especially impressed with her knowledge of the area not just the Fayetteville - Manlius area where we were looking but Jamesville, Dewitt, and East Syracuse where we viewed a few homes as well. We felt fully informed, and Evelyn was always prompt getting back to us and fighting to get us the best price. Based on other past dealings with realtors, it is clear experience does make a difference. We will definitely be back and use Evelyn again if we decide to sell our home in the future.