Phillip Frattali

Financial Adviser at Sanderson Wealth Management - Buffalo, NY, US

Phillip Frattali's Colleagues at Sanderson Wealth Management

Sean Casullo

Financial Advisor & Director of Compliance

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Rita Iannarelli

Administrative Assistant

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Donna Schmitt

Executive Assistant to John R. Sanderson

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Meghan Stith

Executive Administrator

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Regyna Taberski

Client Service Administrator

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Justin Schiavitti

Director of Technology & Innovation

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Phillip Frattali's Contact Details

Email (Verified)
***@sandersonllc.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
716-566-2420

Location
Buffalo, New York, United States

Company
Sanderson Wealth Management

Phillip Frattali's Company Details

Sanderson Wealth Management

Buffalo, NY, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Since 2001, Sanderson Wealth Management has provided comprehensive financial services exclusively to high-net-worth individuals and families. Our integrated, individualized approach not only adds value in the financial sense, but enables you to reach a higher level of achievement and personal satisfaction. Sanderson is an independent SEC Registered Investment Advisor (RIA) with a fiduciary standard of care – which means we put your interests first at all times. Our experienced, multidisciplinary team holds credentials that well exceed industry standards, including Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA®), Accredited Investment Fiduciary® (AIF®), and Certified Public Accountant (CPA). From our headquarters in Buffalo, New York, we work with clients around the country. Schedule a consultation to learn more about our approach to wealth management and how we can help you Envision Greater.

Personal Financial Counseling Estate Planning Investment Advice Tax Planning and Compliance Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management

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Frequently Asked Questions about Phillip Frattali

Phillip Frattali currently works for Sanderson Wealth Management.

Phillip Frattali's role at Sanderson Wealth Management is Financial Adviser.

Phillip Frattali's email address is ***@sandersonllc.com. To view Phillip Frattali's full email address, please signup to ConnectPlex.

Phillip Frattali works in the Investment Bank/Securities Brokerage industry.

Phillip Frattali's colleagues at Sanderson Wealth Management are Sean Casullo, Rita Iannarelli, Karen Nicpon, Donna Schmitt, Meghan Stith, Regyna Taberski, Justin Schiavitti and others.

Phillip Frattali's phone number is 716-566-2420