Neil G Carousso, CPA, CFP - Bayside (NY)

Gloria Cahalan Always wonderful. Never a problem. The staff is terrific.

Miss Hartley They do our taxes there, but we feel like family when we call or walk in for any reason. Carolyn the office manager knows us by voice and is always so sweet and welcoming. Mr. Cumberbatch is so patient and knowledgeable about anything accounting, investing and taxes. My whole family uses them and we would never go anywhere else. Truly a wall street service from a neighborhood firm!

Gregg Starks Great staff. Very helpful to clients. ONLY SERVES LAW ENFORCEMENT

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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.

Crystal Ozuna One thing I don’t like feeling is lost, or confused. But filing with Jackson Hewitt where they know exactly what they’re doing. It makes it so easy for me and it’s never a long process. It only takes a few minutes and it’s all done.

Murphy John I have always had a good experiance with TWC especially when it came time for me to attend college. Colleen has always done a great job of explaining the details and helping me understand my account. I know exactly where my money is, what I am investing in, and can access my account details at any time. This is such a safe and professional business and I would recommend to everyone.

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