Scott and Team at Morgan Stanley are incredibly sensitive to listening to your now and later…read morefinancial goals... Scott is able to help you make decisions now that create comfort and peace of mind for to come.

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

Renee and her staff were quick and so helpful in transferring policyholders to her state and…read morelocation. Quick to answer the phone and quick responses. Recommend her office for great service!

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.

She has her daughter running the office, and the result is 25+ minute hold times, and it was that…read moreshort because I hung up. Why would anybody in their right mind do business with an agent who won't answer the phone?? Hold times in Rochester and Buffalo were 3 minutes so it's not GEICO, it's Lori Myers. These people are actual and genuine birdbrains.

My car was hit in a store parking lot on a Monday, 2 days before Christmas. The people who hit me…read morehad Geico Insurance. The next day I got an estimate for the damages to my car then proceeded to call Geico to make a claim. The lady who took my claim info from the Buffalo office was very professional and courteous. She said she would need to call the other party and get their side of the story and would get back to me. Within 30 minutes, she called me back to say that they would pay on the claim and would have an inspector call me to schedule an appointment either later that day or on Thursday, the day after Christmas. I got a call at 10am on Thursday from the inspector who was in the area. He came by a few minutes later and inspected the car. By 10:30am I had a check in my hand for the damages. This was my first experience making an insurance claim and the representatives from Geico made it so easy that I'm amazed. A piece of advice to others, when you call them, make sure that you have all the pertinent info such as the names and addresses of the involved parties, car info, etc. It helps if you report the accident to the police and have that report in your hand when you make the claim. Bravo, Geico. I will be calling you to get a price quote and if you are anywhere close to what I am currently paying, will be switching my car insurance to you.

If you are interested on a reliable bank, a bank that place the well-being of their customers as…read morepriority, then HSBC Bank is the right bank for you. More in details, branch Manager Clara Woodall at this branch is an understanding, generous, respectful lady, which most likely you will have a pleasant experience banking at this branch.