Sanderson Wealth Management, LLC. - Buffalo, New York

Address: 50 Fountain Plz, Buffalo, NY 14202, United States.
Phone: 7165662420.
Website: sandersonllc.com
Specialties: Financial planner, Certified public accountant, Financial consultant, Tax preparation service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 4.3/5.

📌 Location of Sanderson Wealth Management, LLC.

Sanderson Wealth Management, LLC. 50 Fountain Plz, Buffalo, NY 14202, United States

☎️7165662420

⏰ Open Hours of Sanderson Wealth Management, LLC.

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Sanderson Wealth Management, LLC es una empresa de gestión financiera con sede en Buffalo, Nueva York, Estados Unidos. La empresa se encuentra ubicada en Address: 50 Fountain Plz, Buffalo, NY 14202, United States., y puede ser contactada por teléfono en 7165662420 o a través de su sitio web en sandersonllc.com.

La empresa ofrece una variedad de servicios de gestión financiera, incluyendo planificación financiera, contabilidad pública, consultoría financiera y servicio de preparación de impuestos. Los expertos de Sanderson Wealth Management, LLC tienen una amplia experiencia en la gestión financiera y pueden ayudar a los individuos y empresas a alcanzar sus objetivos financieros.

Especialidades

Algunas de las especialidades de Sanderson Wealth Management, LLC incluyen:

Financial planner: Los expertos de Sanderson Wealth Management, LLC pueden ayudar a los individuos a crear planes financieros personalizados que se ajusten a sus necesidades y objetivos.
Certified public accountant: La empresa cuenta con contadores públicos certificados que pueden proporcionar asesoramiento y servicios de contabilidad.
Financial consultant: Los expertos de Sanderson Wealth Management, LLC pueden ofrecer asesoramiento y servicios de consultoría financiera para ayudar a los individuos y empresas a tomar decisiones informadas sobre sus finanzas.
Tax preparation service: La empresa ofrece servicios de preparación de impuestos para individuos y empresas.

Otras características

Algunas de las características de Sanderson Wealth Management, LLC incluyen:

Un wheelchair-accessible car park para personas con discapacidad, un wheelchair-accessible entrance y un wheelchair-accessible toilet para garantizar la accesibilidad para todos los clientes.

Es recomendable hacer una cita previa para asegurarse de que el tiempo sea asignado adecuadamente y para garantizar que el cliente reciba la atención que necesita.

Opiniones

La empresa tiene 3 reseñas en Google My Business, con una media de opinión de 4.3/5.

Resumen

Sanderson Wealth Management, LLC es una empresa de gestión financiera con sede en Buffalo, Nueva York, que ofrece una variedad de servicios de gestión financiera, incluyendo planificación financiera, contabilidad pública, consultoría financiera y servicio de preparación de impuestos. La empresa cuenta con expertos certificados y ofrece servicios accesibles para personas con discapacidad.

👍 Reviews of Sanderson Wealth Management, LLC.

Sanderson Wealth Management, LLC. - Buffalo, New York

Zack S.

5/5

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 Sanderson's extensive experience, including his time at Ernst & Young, is evident in the firm's 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 you're looking for a trustworthy and capable partner in managing your wealth, I highly recommend Sanderson Wealth Management.

Sharon B.

5/5

After extensive research and interviews with prospective financial advisors, I chose Sanderson Wealth Management for my financial advisor about 10 years ago.
In addition to impeccable ethics, they were the only company not recommending their own funds, but instead selecting funds that fit my investment goals and profile... and they actually listened to me.
I have been very happy with their care, their attention to detail, and with the performance of my portfolio under their guidance.

Luis G.

3/5