Keywords: establishment,finance,point_of_interest

The Walsh Group of Raymond James - Buffalo (NY)

Address: 🏡 505 Ellicott St Suite 2, Buffalo, NY 14203
Phone : +1 (716) 768-5481
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ15Kn3lAS04kR7O10mUKcCXc

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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.
Jensen Marks Langer & Vance, LLC - Buffalo
Theresa Dearie: We received excellent financial counseling from John Langer at Jensen, Marks, Langer and Vance. Langer is a highly knowledgeable wealth manager we know we can trust.
Plail Wealth Management - Buffalo
Plail Wealth Management
Thomas Zimmerman: Professional, knowledgeable, thorough, client oriented wealth management company. Your financial future couldn’t be in better hands. Jonathan, Carolyn & Matthew will competently walk with you to accomplish your investment goals.
United Capital Financial Advisors - Buffalo
Jordan Wealth Management - Buffalo
Donna H: Gene and his team are the best! They give excellent personalized service. We trust them completely and have recommended them to many friends.
Brian Burkhardt - Financial Advisor, Ameriprise Financial Services, LLC - Buffalo
Merrill Lynch Wealth Management - Buffalo
JJ K: I did a roll over to a Merrill Roth IRA. They held my deposit for 2 weeks. This was a direct rollover from another Brokerage. They are doing a cash sweep which is when they put you uninvested money into an interest bearing account. This account is not in your name and Merrill is collecting interest on your money. This is being done intentionally holding your deposits longer than needed to make money on interest. I wanted to invest and now will lose dividend money for Q4. Still can make trades it’s going on 2 weeks since my deposits. They are also holding my deposits on my savings which is going on 10 days. Probably doing a cash sweep on my savings deposits. Funny how my DDA deposits show available in a couple days. This unethical cash sweep scam probably cost me thousands In dividend money for Q4 since I cannot make trades on money being held for weeks.
Pratt Collard Buck Advisory Group - Buffalo
Becca Townsend: My experience with Pratt Collard Buck has been nothing short of excellent. Colin Pratt is trustworthy, knowledgeable, and more than willing to both take the time communicating reasoning behind his investment plans as well as listen to and consider your feedback. I would highly recommend anyone who is looking for a financial advisor or professional guidance on their investments to schedule a phone call or meeting.
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