Jeff is the best! I would say I have very baseline financial literacy, so I was a bit nervous to…read moreconsider investing. Even my retirement plan is a bit confusing to me. He took the time to share his knowledge with me and made it very easy to understand. He gave me some simple advice to help optimize my portfolio. He explained his reasoning for everything and the model they use at their firm. I appreciate that he didn't rush through it all and thoroughly answered my simplest questions without judgement. I would definitely trust this firm with your finances.

From the owner: Get the financial peace of mind you deserve, and live the life you love…read more If you're like most people, it can be very easy to get lost when planning for retirement. It feels complex, confusing, and at times, completely overwhelming. And most advisors don't make it any easier. They seem to care more about looking smart than actually being helpful...FMF&E Wealth Management is different. We work hard to put the "personal" back in "personal finance." So by working with us, you will not only have confidence in your plan, you'll have confidence that your team is here for you and your family, every step of the way. At FMF&E Wealth Management, we offer financial planning and advice to support your life, your loved ones and your future.

Easy to find. Excellent advice in a friendly non pushy way. I would certainly recommend Mr. Grady…read more Buchan to anyone like myself with no real financial understanding. He is incredibly knowledgeable. First class.

Can't put into words the diligence and effort put forth my Mike D and his team. They have helped…read moreus on several projects, including audits, business valuations and succession planning. Cory also went above and beyond and helped us with the government filling for loan documents. Very glad to have them support our local family owned business.

The knowledge and effort put in by Richard and the staff was incredible. He assisted in filing the…read moretaxes for us as a 501c3 and were very quick to respond and/or call me back. They answered all my questions about the process and taught me about what had to be done while filing our taxes. Assistance was offered to send someone to my location, and when I declined Richard really stepped up and helped me understand everything remotely. Thank you Richard and crew. Jeremy, Treasurer, Minetto Volunteer Fire Department.

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.

Jeremy is fantastically knowledgeable about all things pecuniary..he's arranged everything to my…read morecomplete needs

From the owner: The Carta Group is a premier fee-based financial services firm that can help chart your course…read moretoward a more comfortable future. We believe that it's not only our responsibility to help make the most of your income and assets, but also to help you make the most of your life. It's our plan for your future! Our financial plans are developed through a mix of personal attention and careful financial guidance. They are designed to meet unique challenges, pursue specific goals, and most importantly, help you Navigate Life. Our goal is to create and enhance lifetime relationships with our clients.