Adirondack Bank - Herkimer (NY)

Mary Young Very pleased with High Point Advisors

Lana Hower Very knowledgeable and friendly. Erik explains everything clearly. I really enjoy the personalized service. It’s good to talk to an actual person and the same person each time to get consistent and comprehensive service.

Zack Schneider I recently had the opportunity to work with Sanderson Wealth Management, and I have been thoroughly impressed with their services. Founded in 2001 by John Sanderson, the firm has a rich history and a strong foundation in serving high-net-worth individuals and families. John Sandersons extensive experience, including his time at Ernst & Young, is evident in the firms approach to addressing sophisticated financial needs. From the moment I engaged with Sanderson Wealth Management, I felt confident in their expertise. They operate on a fee-only investment philosophy, ensuring that their advice is always in my best interest. This transparency and dedication to fiduciary standards are what initially drew me to them. Under the leadership of Justin Sanderson, the firm has continued to thrive. Justin, who took over as CEO and rebranded the firm in 2011, has been a pivotal figure in expanding their digital infrastructure and maintaining a high adviser retention rate. His commitment to innovation and client satisfaction is palpable. The range of services they offer is comprehensive and tailored to my unique needs. From investment consulting and financial planning to estate and generational wealth planning, business succession planning, philanthropy, and tax consulting, Sanderson Wealth Management covers all bases. The personalized approach they take, with a small but dedicated team of professionals, ensures that I receive the attention and expertise necessary to manage my wealth effectively. What stands out most is their commitment to the Buffalo community. Despite their growth, they have maintained their headquarters in Buffalo and continue to support local cultural institutions. This local focus resonates with me and adds a personal touch to their professional services. Overall, my experience with Sanderson Wealth Management has been exceptional. Their expertise, personalized service, and dedication to fiduciary principles make them a standout choice for anyone seeking comprehensive wealth management services. If youre looking for a trustworthy and capable partner in managing your wealth, I highly recommend Sanderson Wealth Management.

Bridget Jaquez Anyone who is looking for any help with financial issues this is who to go to! George was the best help. Professionalism top tier! Within less than a week everything was handled. My financial issues went down to 0$. 10/10.

Karen Nopper Easy, educational meeting w/o any pressure or time restraints.

Patricia Roberts I spoke with Nancy today and she was kind, efficient and processed my payment without complications. She was the nicest bill collector I have ever spoke to. Thank you Nancy!

Wendy Roth I was going to Catholic Charities in Lockport on a regular basis and then all of a sudden all the counselors where leaving. Two weeks before my counselor left, she said she would talk to someone in the Albion office to she if I could transfer there. She called and the person never called her back and I called the person and it took two weeks for her to call me back. It the meantime I did get connected to another counselor but had to wait a month before I could see her. I was leary to get hooked up with Catholic Charities in Albion in case their office would close down too. I want you to know whatever is happening with funding that you put your clients at a high risk. I am going thru a crisis and I had to wait a month to see someone and then on top of that I will have to start all over again developing a new and trusting relationship with my counselor. Going thru this gives me high anxiety and I usually end up losing ground with the progress I have made. Needless to say, I will not recommend Catholic Charities to anyone I know. You just rip the carpet out from beneath us and think that some of your clients will not suffer. I just wonder what happened to all the other clients that were being seen in Lockport because there are not a lot of places to be seen in Niagara or Orleans country. I live in Medina so Lockport worked great for me. I hope this gives some of the higher ups at Catholic Charities something to think about when you make decisions that affect a lot of other peoples lives.

Jesse Kapito Jennifer is a truly wonderful person- looking out for the best interest of her clients. Highly recommended

Frank Komoroski The people there are friendly very knowledgeable and doing a very good job with me so far absolutely no complaints I recommend them to everybody