Cadaret, Grant & Co., Inc. - Syracuse (NY)

Tammy Bowman Excellent accounting services. Beware of country living. Country living is separate from fce. Don’t bother with county living, it’s just a big run around, waste of time, no information or guidance from them. FCE has nice receptionists but if you want a loan be prepared to wait a long time. They’re all “on the phone “ and will “call you back “. I have yet to get a call back. Who do these people do business with? Like how do you become a customer of them???

Paula Mae I Have recommended him to everyone I know he does a great job everytime

Jamie Andera I just want to acknowledge an employee. Hoping that Chelsea Robinson gets the credit she deserves. She is a professional and also compassionate. In this day and age its refreshing to work with a person and an establishment that excels in customer service. Ms. Robinson exemplifies this and more. I would like to commend her and if she were my employee, Id give her a raise, a promotion or at least take her to lunch! Thank you again Chelsea.

JENNIFER RUDERMAN Bill and his staff are courteous, caring, incredibly helpful, and most importantly, trustworthy. I would highly recommend them to anyone who is in need of solid financial advice and management. They will listen, and tailor a plan that can fit with an individuals goals and risk tolerance. I cant say enough about how much theyve helped me, and other members of my immediate family.

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.