Management Advisory Group-NY - Catskill (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.

ANTHONY PIZZUTO WE DO WHAT IS RIGHT FOR THE FAMILY!!!!!!!!!!

Linda Carreno I’ve been working with The DeMinno CPA Firm for years, and they consistently provide outstanding service. The team is knowledgeable, responsive, and always goes the extra mile to ensure my financial needs are met. They make complex tax and accounting matters easy to understand and are always proactive with solutions. Highly recommend them to anyone in need of reliable, expert financial advice!

CHRISTOPHER V. They must have a preferred demographic to help ,because they certainly didnt help me ,one bit !! Wanted me to drive to other side of county . LOGIC - IM APPLYING FOR HELP BECAUSE I HAVE NO MORE MONEY ,STUPIDS ! COUNTY OUGHT TO FIRE ENTIRE AGENCY ,AND START OVER !! BS!

Patrick Schmidt Scott and his team are a huge asset for our restaurant group. Scott has helped guide us through a challenging year. He is knowledgeable, hands on, and efficient. We have found him very easy to work with as his approach to solutions is always clearly articulated. The work gets done on time ALWAYS. Highly recommended for anyone looking to strengthen their professional services network.

Matthew Smith This is the only competently run branch Ive encountered. They solved the problems caused by the incompetence at other branches. The only drawback is that all KBs now have 9am lobby hours which doesnt work for anyone with a job.

Brian Di Palma Had a great experience here. Nicholas and the manager (didn’t get his name) were very helpful and they deserve a shout out!!