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 have never filed taxes with H&R block before so I thought I'd give it a try. Last year, I did it…read moreon Turbo Tax (which was cheaper to do) but I wanted to go to a professional this year because I had more loan paperwork and more employers. I felt like my case was slightly more complicated than it was last year and I didn't have the mental brain power to sit down myself and decipher all the legal lingo on my own. I made an appointment online for the next day and that was super easy to do. I had an appointment with Jerry and he was ready for me as soon as I stepped in. He took time to explain things to me and threw in a few jokes here and there. It was a pleasure working with him. He has had 17 years experience in this field and has a PhD. I felt confident in his hands. The process took around 40 minutes and cost $198 (double what I paid to do it online by myself last year). Do not forget to bring your ID and your checking account number and routing number! There is plenty of parking at this location. The interior is very clean, warm and professional.

The folks in this branch are a joy to do business with. I've had my personal and business accounts…read morewith them for more than 20 years. I will never consider another bank. Honestly, I don't have a better relationship with another business

My Hometown branch location:-) A great establishment with the most friendly bank employees ever! A…read moregreat location on the Main Street. Easy to stop in and get down to business. My only quandary is that there aren't Saturday hours.