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SUMMIT PLANNING GROUP INC.

Summit Planning Group was founded in 1983 and incorporated as a Registered Investment Advisory firm in 1986. The firm is owned and managed by Richard J. Urciuoli.

    Summit Planning specializes in retirement planning for individuals and closely held businesses. Our goal is to provide a complete analysis of your current situation, based upon your goals, tax status, income needs, investments, estate, and risk management (insurance) concerns. Summit will produce a totally integrated retirement plan that effectively coordinates your goals with your investment selections, insurance needs, estate planning objectives, and tax reduction strategies.

    We utilize state-of-the-art technology for investment analysis and stay current with all tax law changes to help our clients reach their retirement goals in an ever-changing environment.

WEALTH MANAGEMENT TEAM

 Mr. Urciuoli is a respected financial and retirement educator and has been dedicated to providing financial education for the central New York community. Through his weekly radio show, "The Summit Financial Planning Hour," on Saturday mornings at 10:00 on WSYR 570AM, he has helped countless people gain a stronger understanding of the often confusing world of financial and retirement planning. This informative show has been on the air for more than 12 years.

Additionally, he has taught many well-received classes at Le Moyne College, Syracuse University, Cazenovia College, Onondaga Community College, SUNY Oswego, SUNY Morrisville, and Jefferson Community College. Rick has written several published articles and has been quoted as a retirement and estate expert in many publications. He has also made numerous television appearances.

Mark D. Feinberg has worked in the financial services business for twenty years. He has been with Summit Planning Group for eleven years. Mark earned his Bachelor of Science Degree from Syracuse University, and worked in telephone company marketing management for fifteen years before becoming a financial advisor in 1986.

Mark has professional experience in all areas of financial and investment planning and execution. He is licensed in securities, variable annuities, life, health, and disability insurance. His dedication to client service is exemplified by his being named a member of Linsco/Private Ledger's Freedom Club for the year 2000.

    Anyone who has a retirement, financial, tax, or investment question or concern, or simply wishes to plan prudently for their financial future. Anyone who desires a more active and sophisticated level of financial or investment planning services than they are receiving from their other financial advisors may find our services appealing.

Your free initial consultation will start with an overall review of your financial situation, taking into account your goals and objectives and focusing on such areas as: income tax planning, asset management, estate planning, risk management, educational planning and retirement income. The review analyzes and recommends ways you can achieve your financial objectives, both for yourself and for your family. The ultimate goal is to provide for your peace of mind, knowing your financial plans are well-coordinated and ensuring that you don't outlive your income.

Map:

Directions:

From NYS Thruway westbound
Take Exit 34A and continue onto I-481 South. Look for I-690 West ramp and exit onto I-690 West. Now follow "From I-690 westbound" directions below.

From I-81 northbound
Follow I-81 and exit onto I-690 West. Now follow "From I-690 westbound" directions below.

From I-690 westbound
Take the West Street exit (Exit 11) from I-690. Bear to the right lane as West Street curves left, and take exit to Erie Blvd. (Rt. 5 East). Take right turn onto Erie Blvd. At first traffic signal on Erie Blvd., turn left onto Franklin Street. At the first traffic signal on Franklin Street, turn left onto W. Genesee Street. Turn right onto Wallace Street at the next traffic signal. (Wallace Street is located between the 344 W. Genesee Street building and a fire station.) The entrance to the visitor parking lot for the 344 W. Genesee Street building is an almost immediate right turn after the intersection.

From NYS Thruway eastbound
Take Exit 39 and continue onto I-690 East. Now follow "From I-690 eastbound" directions below.

From I-690 eastbound
Take the W. Genesee Street/Downtown exit (Exit 12). Turn left onto W. Genesee Street at the traffic signal; then turn left onto Wallace Street at the next traffic signal. (Wallace Street is located between the 344 W. Genesee Street building and a fire station.) The entrance to the visitor parking lot for the 344 W. Genesee Street building is an almost immediate right turn after the intersection.

From I-81 southbound
Take the Clinton Street/S. Salina Street exit (Exit 19). Bear to the right and remain on Clinton Street. At the second traffic signal on Clinton Street, turn right onto W. Genesee Street. At the second traffic signal on W. Genesee Street, turn right onto Wallace Street (Wallace Street is located between the 344 W. Genesee Street building and a fire station.) The entrance to the visitor parking lot for the 344 W. Genesee Street building is an almost immediate right turn after the intersection.

NOTE: Parking for visitors is FREE beside the 344 W. Genesee Street building. If there are no parking spaces available in the visitor parking lot, please park in the rear lot and tell our receptionist.

The entrance doors are on the west side of the building facing the parking lot and are automatic. To open them, push the square plate with the handicapped symbol that is located on the wall to the left of the doors.

CFP®, CERTIFIED FINANCIAL PLANNER™, and are certification marks owned by Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.