Vince Capsello - Financial Advisor, Ameriprise Financial Services, LLC - Syracuse (NY)

Samuel Munier Im from out of state without an account and they were kind of enough to help me with some basic financial services. Cheers to this team!

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.

Max Bobrov The folks at Vespoke are great to work with. Theyve done a great job helping me manage all aspects of my finances. The advisors are always friendly and willing to go the extra mile to address any questions or concerns I may have.

Mark Wuerschmidt Excellent as usual, recommend them as we have had great experience with them for many years.

Bromleys Mom The Strebel Planning Group is a terrific organization. They are calm, kind, reliable, supportive, welcoming, and I have always been happy with their services. Their office is beautiful and peaceful but not ostentatious, and they are excellent hosts so it is easy to be comfortable while doing business there. They explain things clearly and work with the client at the clients own level. I never mind that they are not right downtown because the way there is so pretty and the destination so pleasant.

Jesse Wood I’ve been dealing with the Elmira branch for a few years and they are amazing!!! Great customer service always polite and smiling. Kaitlin has been the one that always helps me always smiling and answers my questions without making me feel like a burden.

Jessica I called the Chanler Agency for quotes on homeowners insurance and I spoke with Kim, she is fantastic! She was very thorough and gave me tons of information. She made the process so simple. I highly recommend this agency!

Paula Alberti Daniel at the Catskill NY location is great to deal with and helps me through filing two businesses and our personal taxes with ease.