Jackson Hewitt Tax Service - Cortland (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.

Lisa Aiello Our company made the decision to switch out accounts over to Pioneer Bank after a virtually non existent relationship with our current bank. Christina has been such a pleasure to work with, and from the start, she has gone out of her way to provide us with amazing service. She has been invaluable with helping us navigate the SBA resources available during this crisis, and has worked hard to make sure our business has the resources that it needs. We couldnt be happier with Pioneer!

matthew austin Barb and staff are friendly and will work with you to get the best deal, even if it isnt with them.

Vincent Raleigh I had a fantastic experience working with Jared. His expertise and personalized approach helped me navigate the complexities of investing. He was attentive, responsive, and ultimately guided me towards smart financial decisions. I highly recommend his services for anyone seeking knowledgeable and reliable investment advice!