Susan Braun

Executive Assistant at Sanderson Wealth Management - Buffalo, NY, US

Susan Braun's Colleagues at Sanderson Wealth Management
Justin Sanderson

Vice President

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Debbie Todaro

Senior Tax Consultant

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John Gullo

Chief Investment Officer and Chief Operating Officer

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Caleb Jennings

Vice President of Investment Advisory Services

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Phillip Frattali

Financial Adviser

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Rita Iannarelli

Administrative Assistant

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Karen Nicpon

Tax Consultant

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Susan Braun's Contact Details
Email (Verified)
***@SandersonLLC.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
716-566-2420
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Company
Sanderson Wealth Management
Susan Braun's Company Details
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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 Susan Braun
Susan Braun currently works for Sanderson Wealth Management.
Susan Braun's role at Sanderson Wealth Management is Executive Assistant.
Susan Braun's email address is ***@SandersonLLC.com. To view Susan Braun's full email address, please signup to ConnectPlex.
Susan Braun works in the Investment Management industry.
Susan Braun's colleagues at Sanderson Wealth Management are Justin Sanderson, Debbie Todaro, John Gullo, Caleb Jennings, Phillip Frattali, Rita Iannarelli, Karen Nicpon and others.
Susan Braun's phone number is 716-566-2420
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