Recently switched to a different insurance provider after using State Farm for about 3 years. My…read morepremium with State Farm was 3 times the price for less coverage. I feel like I was getting ripped off for 3 years. In addition, it was always a struggle to even get ahold of my local agent at this office. Emails usually went unanswered. My fiancée and I were also given false information by this office regarding PIP coverage after a motorcycle accident. I very rarely leave negative reviews, but I would advise against using this agent.

Great to work with! Spent good time with me to go over my options and gave me very good advice!read more

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.

I have been with this agent's office for over 18 years and they have been amazing!! Always helpful…read morewith everything I have asked of them! We have built a wonderful agent-client relationship. I recommend them 100%!

This was the worst insurance agent I have ever worked with. I had my policy since I got my car. I…read morestopped getting my bills in the mail. When i attempted to pay them over the phone i was not able to get through. finally when i was able to get through, my insurance policy had lapsed. instead of being " there" like the "good neighbor" Paul himself hung up on me and refused to help me get the situation taken care of. I wouldn't recommend him to my worst enemy.

Naomi and I are getting married in August and we had been having the kid conversation and ended up…read moregetting a bigger vehicle to drive for ease of use. And our current insurance agency gave us an absurdly high quote for for the vehicle and as everyone knows it's time at that point to shop a better deal. Which is never a fun adventure as sales people can be pushy curmudgeons. If you're looking for an easy, friendly and well priced option. Look no further than here. Bill worked his butt off with all his various options he has to find us the absolute best deal with the best coverages possible and was able to combine it with our homeowners for less than half of what we were paying and were quoted. His knowledge of the insurance world was beyond expectations and he wasn't pushy at all. Just wanted to make sure we were covered with the best options available to us regardless of if it benefitted his pocket or not. The whole process was incredibly simple and not a lot of work was involved on our part. We just gave him the information he needed and soon after we had a quote that was low. And then he spent a few extra days finding us an even better one after we agreed to it and we were able to use that without any headaches! Honestly giving a local company and local worker our money is something we always try to do and the other places may have fancy commercials and lots of money to spend on marketing. But if you look in your own neck of the woods you'll find a gem like Schaffer's and you will end up supporting a local business and your own economy and probably spend quite a bit less for more. I'd tell anyone to give it a shot. You've got nothing to lose!

Mark Kotary's office has been the most incredible to deal with in every way possible! They make…read moreeverything so easy and stress free. Brianna is so knowledgeable and helpful. We will never go anywhere else! Thank you for everything you do for your customers!

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.

Always happy with Rick and State Farm. Used Harmon Agency since 2017. Never tempted to shop around…read moreas they have always been responsive and timely. I have auto and homeowners.

I used Chuck's services remotely and it was easy. He asked the necessary questions to complete my…read moretax return quickly for a lower cost than my former CPA. I have already recommended him to a couple of friends. If you aren't sure, he offers a free initial consultation as well.

I ended up hiring Charles last year through a referral. His rate was reasonable (lower than my…read moreprevious CPA), and he even offered to talk to me first prior to committing at no cost. Reliable, quick turnaround, and easy to communicate with. I had a great experience that I will be hiring him again this year, and for coming years. I highly recommend him !