Bank of Richmondville - Schoharie (NY)

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.

Nessa Maries Cooking Show Excellent customer service!!! Very knowledgeable and cooperative with customers. Highly recommend. All the ladies are friendly and personable. So happy that I bank with them and you will be too!

Mike Dobransky Great people.

Lugene Duso Tony Dannibale, NBT Bank, 1125, State RTE 222, Cortland, NY AVP, Retail Market Manager, was a true pleasure to work with and went above and beyond in helping me during the covid lockdown. I would highly recommend his branch to anyone that is looking for a personal contact that will get the job done!

Primo Sabotic I want to express my gratitude to Cornerstone Capital for the outstanding service they provided during my loan process. Especially, Sean and Cristina are highly skilled in what they do. Their professionalism and attention to detail were commendable. Thank you so much for your help and hoping to work with you in the future.

Apriel Crittendon Fast reliablevtax preparation . Quicl response with preparer. Heather had a wonderful attitude , and great personality and took good care of my returns.

Johnny LaFaver Best rates around always friendly people and service definitely reccomend.

Robert Kirkwood Superb profession service!

Amanda Prashaw The agent that did my tax return for me answered all of my questions and I like that they have a computer set up that u can watch every step of the way when your return is being done she also explained what every line was and exactly how much I was getting and their fees are reasonable.... I already have my appointment for next year