POLANCO WEALTH STRATEGIES - Bronx (NY)

Alicia Saunders Anand Financial delivers the best service in Queens. His staff is professional, fast and efficient. Covid guidelines are strictly followed and the girl in front is on top of it ! She will tell you like it is, as she should. (We are still in a pandemic and tax season is in full effect, so cool ya self.) Anand is a pleasant man and is extremely knowledgeable. Even though I had some screw ups on my taxes from payroll, Anand made me feel very comfortable by explaining and breaking down the issues. See you again in 2022 !

Kevin W Skilled, experienced and successful financial advisor group that does an extraordinary job for its clients. Outstanding services and first class client treatment!

P. Garrison Weve been customers of Tompkins Trust since 1994. Consistently good service and nice to know our money is being used for the local community, rather than being a part of some larger national chain.

Kevan Baszczewski Choosing the right company for pre-settlement funding is difficult so I hope I can make it easier for you. Jessica and Wanita, with their excellent customer service, have proven that High Rise Financial is a smart choice as they provided personalized service with sort of a hometown feel. This company is a solid, prudent choice.

Mukhjinder Singh Not recommended: Jerry never respond to follow-up calls. He is not an accountant who will help you or care.

susanne cianfoni Mike is wonderful!

Syan Washington Ms. Mendoza was super polite and genuine! She was also very patient with me as she explained my policy. If you are looking for someone that can service you quick and efficiently, she is your person. Thank you again Ms. Mendoza!

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.