Teague Accounting Xperts - Chittenango (NY)

Daniel Mallery Hassle free, easy drop off and pick up! Highly recommend the Owego Jackson Hewitt office, they kept in constant contact throughout the entire process and were very transparent. Thank you!

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.

Steven Hoffmannn I invested my pension with Dennis several 8 years ago and it doubled as expected. When Dennis retired David took over and I continued to express this is my best egg and I planed on retiring in the next 12-18 months and wanted these funds as a safety net. David stated that he felt I could gain more income at a slightly higher risk but would still maintain these funds as a safety net. After agreeing to these changes, I lost 28% of my investments about 4 months ago. I am invested in 2030 funds and I am 60 years old. I can’t wait to regain my funds and change investors. I dropped less than 9% in my 401k. Hmm not good David

Ricky Kruger After going through many financial advisors over the years who would tell you what you want to hear and never follow up after getting your business, I was finally able to settle on Nicholas Galletta at Prudential. He is very helpful and knowledgeable and was able to answer every question I asked in great detail. He provides great work and is always available if I have any questions about anything.

Angry Boomer Im a small time investor but they treat me like a millionaire! Ray K. is an amazing advisor. He will just call me out of the blue at times just to see how Im doing and give me a run down on my portfolio. (Even though I started with less than 30k). He saw me through the pandemic thus far taking me from an initial loss of around 6-7k to a 30% gain over my original deposit! (Results may vary). He always returns may calls! If you pulled your funds in the midst of "pandemic losses" you made an amateur mistake - dont blame Poppy, blame your self! Ray wasnt afraid to call me and tell me about the initial losses. He told me to sit tight which I already knew having watched people lose money during 911 because they withdrew it in a panic. Anyway five stars to Poppy and especially to Ray - Thanks!

Heather Radhs I have nothing bad to say about this place. I ran into some hard times and needed a little help. Mr Gould is an amazing case worker. With my hard effort and ambition. Him and I have been able to get me back on my feet. Thank you so much for all your help!!!

Stella Thomas 4 stars to Five Star Bank.

Liam Mears I’ve had a great experience with this group - Kevin is a phenomenal wealth manager