OneMain Financial - Massena (NY)

Yetunde I recently closed on a HELOC and I must say the experience was seamless thanks to the assistance of the branch manager, Ellen Brooks. Ellen is truly amazing! From her expertise, kind personality, and attentiveness, I knew I was in good hands. You can tell she is genuinely passionate about her work and providing exceptional customer service. I had a lot of questions during the process and Ellen put me at ease by answering every single one and making sure I truly understood the response. This branch is very welcoming and the team is just as amazing.

Cassie Krug Depena Gabriel is an exceptional financial advisor with over 20 years of experience. Hes a trusted mentor and a true expert in helping clients prepare for and navigate retirement. His dedication to his clients is inspiring.

John Cerzeto I did a search for Levine to obtain the phone # (Im so bad with remembering #s, old age I guess) & came upon this review in which I felt compelled to insert a posting of my own. So what is the old saying? Another mans "junk" is another mans "treasure?" Its all in the eyes of the beholder. My experiences with David Levine & ALL of their staff "past" & "present" has been nothing short of "amazing". I am a successful business man who does not understand an iota of tax filings, etc. Many years ago, I was introduced to David Levine & Company and I have to say, that not only did they encircle me with their expertise but also alleviated many issues I had in which other accounting firms were unable to resolve. AND, I have saved thousands of dollars over the years in taxes! I would entrust this firm with my sons comic book collection (that someday I am sure will be worth $$ and will be in need of trustworthy & competent accountants). Whats the old saying? "you get what you pay for"

Cheryl Clarke Efficient and caring tax professional. Stays current with tax code. I’ve had Mr Duff as my tax professional for so many years I’ve lost count. I know it’s been more than 10 years. If you din’t know more than what I know about your business or your attitude is off base, I don’t stay. I’ve been very pleased with his advice, friendly intellectual conversation , professional knowledge about the tax laws and promptness.

Nicole Lewis-Elliott Very friendly staff and helpful also

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.