Focus Partners Wealth - Albany (NY)

julie hoefer Im from a blue collar girl. We dream of even NEEDING a place like this! Anyhow- my middle class family has fallen in deep respect with Shaun at Sgroi. The crew that greets you as you enter or call with questions is incredibly welcoming and kind. These people are knowledgeable and honest and make me feel at ease every time we talk......

Roz OBrien These fellows know their stuff. We would recommend them to anyone interested in organizing theit financial situation. Very knowledgeable!!!

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.

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!!

Michael McCloud Carol was thorough and saved us a lot of money. Everyone I spoke to at the office was very sweet and personable. These are the kinds of people that make the process enjoyable. Dont hesitate to reach out to Grimsby for any of your insurance needs!Thank You!!

The Messenger I was a bit hesitant to go to this bank because of the reviews. On the contary, These ladies were beautiful with me. I know it wasnt for my looks but their formality. Stephanie, oh Stephanie, she made it quite simple for me to do my transactions. The other ladies were just as gentle. I need to go back again and revisit these queens. Thank you ladies for going that extra Mile with me on this one and hopefully, I will return soon.

Robin Cortese Angela Renna has represented our Business for over 10 years. She’s handled our Company’s 401 k programming along with benefit offerings for our 168 employees. All with white glove and five star service. A personalized meeting which continues, following the sales of our business. We have been extremely fortunate to be aligned with such a professional. I highly recommend her as a representative for wealth management and employment benefits.