Delise Whitfield: Primerica - Financial Services - Rochester (NY)

Kathy Capron I just purchased a 2020 Ram REBEL!! The people I dealt with are REMARKABLE!! They were very attentive to my needs and met them perfectly!! I highly recommend going there to see what they can do for you!! There was no hassle or stress!! I dealt with Kevin Frantz, Autumn Bailey, Matt Altman,and Casey in service. They are great to work and talk with!! They also have some other exceptional people as well!! Always a pleasure to deal with!!

Richard Scott David and Arabella took on my wife and mine retirement accounts after many bad experiences with brokerages and investor firms. We are very impressed with the passion and dedication to help us to grow our investments. Over the last year...David has helped us grow our accounts significantly, even during the Covid and financial stress of the last few months, We are very happy with him and Arabella. We look forward to a long relationship with them. Thank you!!!!

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.

Rita Bobe-Saleh Love Thomas!! On time. Detailed. Professional.

Jayh Hickman I have been going to H&R Block for the past eleven years and I have always been happy with the people that help me. They always make sure that I got the most return.

Bethany Wolcott Choosing Calderone Insurance was one of the best decisions I’ve made! Recently I had my first accident I was so nervous about how to handle everything since it was the first issue I had. Heather made it so easy for me and painless! The shop she referred me to did an amazing job. Before I knew it I was back in my repaired vehicle like it never happened! Also they have competitive rates! I Highly recommend.

Maddy Frank Jeff is the best! I would say I have very baseline financial literacy, so I was a bit nervous to consider 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 didnt rush through it all and thoroughly answered my simplest questions without judgement. I would definitely trust this firm with your finances.