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Sandy W Conde - RBC Wealth Management Financial Advisor - Watertown (NY)

Address: 🏡 19485 US-11, Watertown, NY 13601, USA
Phone : +1 (315) 786-4203
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJCyz6jTxv2IkRoACzHmkCzAg
#New York

Tompkins Financial Advisors - Ithaca

David White My relationship with Thomkins Insurance started when I applied for a HELCO. During that process I spoke to an agent about my home owners policy but decided to stay with Security Mutual. This spring all my policies were up for renewal in June. My previous agent who had been with for years retired. I took that opportunity to look into upgrade my policies and saving Some money. That when I had a conversation with Lisa. She reviewed my policies and found a couple of issues that were costing me extra. I was able to get a refunded on the overcharged items. Lisa came back with premiums on my three policies that saved me some money. I was able to cancel my existing policies and get a full refund. The change over went smoothly and I’m very happy with the results. Thank you
5 /5

CNY Farm Supply - Cortland

Rob Wheeler I recently purchased a brand new Massey Ferguson 1840M and at around 25 hours of use the left front bucket dump/curl hydraulic cylinder began leaking. I called CNY Farm Supply and they had a tech at my house within an hour with a brand new cylinder and he was done in about 20 minutes! I was blown away by the prompt service, you dont see that nowadays. I cant recommend them enough from sales to service A++++
5 /5

Visions Federal Credit Union - Norwich

Mrs R Koni Best bank Ive ever done business with. All other banks had hidden fees, did not offer "real" time banking, and were just stressful to deal with. Ive been a member of vfcu for four years now and no problems at all. The staff are friendly, Knowledgeable, and know me by name. Only downside that I can think of, its very hard to reach a live representative by phone.
5 /5

Sanderson Wealth Management, LLC. - Buffalo

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.
5 /5