NYC Department of Finance - Financial Business Center - Brooklyn (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.

Jeremy Donohue Very knowledgeable. Great customer service!

Kristin Young I cant say enough good things about Paul Deagle. He is attentive to detail and very knowledgable in the finance world. Paul goes above and beyond to provide personal service and communication with you to help you with all your financial needs.

Avona Whyte Mervyn Boone Jr was introduced to me by a friend 10 years ago. I am professional in my field, Teacher, with no financial education except the basic. I was able to build my financial house( getting out of debt, saving for retirement, college savings for my kids, Emergency savings and protect family with life insurance) for my family with the recommendation from Mervyn. He is a honest business man that put clients first interest first. I would definitely recommend doing business with him and his company.

Keisha Sweeting Everyone is always friendly and helpful here. There was ONE time when I got someone who was less friendly than the others and I have only seen that person the one time. I also love their online banking system. I just wish they had Saturday hours, and a location going between Oswego and Mexico.

Richard Dryden This friendly staff helped me prepare my taxes for the first time I filed on my own. They are thorough and very knowledgeable of the nuances of tax prep. I recommend.

Tim Max Very friendly staff clean store lots of goodies Im going to go back soon I get more money and think Im better look.

Jeff Stavitsky My wife, Pamela, has been a client of Neils for almost 15 years now. Neil is extremely knowledgeable, helpful, accessible, patient and his rates are very fair for all of the work that he does! I am so impressed by Neil that I will be switching away from a large, high profile accounting firm to Neil this coming year. My wife and I highly recommend Neil G. Carousso, CPA,CFP for all of your accounting needs-