Keywords: Financial adam pearsall cfp ubs financial services inc ny

Adam Pearsall, CFP - UBS Financial Services Inc. - Glens Falls (NY)

Address: 🏡 One Broad Street Plz 2nd Floor, Glens Falls, NY 12801, USA
Phone : +1 (518) 743-2053
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ9zXS0PDP34kRaURyASxGGRk
#New York

Finance Building - Bronx

Tish Lewis No one really helped me resolve my issue but there were some people who listened to me, exercised compassion and made suggestions and I appreciate them for that. And so because of the compassion they showed for my situation by giving me a suggestion I was able to get my issue resolved.
3 /5

Tompkins Community Bank - Geneseo

Mb R Friendliest bunch of people that work there.
5 /5

Tompkins Community Bank - Ithaca

Jacob Golden Clean, everyone is very nice and helpful. Has a drink station "coffie,water" and has candy at counters.
5 /5

Morgan Stanley Financial Advisors - Kingston

Michael Santucci Ive known Art and worked with him for a few years now and I am very thankful I was introduced to him. He has been instrumental in helping me grow my business. Its clear he is very knowledgeable with managing/protecting money and is a true fiduciary, educates on different strategies and lets customers make an informed decision. Highly recommend .
5 /5

DArcangelo & Co., LLP - Oneida

Mark DePerrior This firms tax expertise is fantastic. They are very meticulous in the prepartion and review of tax returns. The audits are excellent. The workpapers are very well regarded by the IRS and NY tax authorities.
5 /5

Beginnings Credit Union - The Commons - Ithaca

Amber Donofrio I typically go to the Meadow Street branch and always have a positive experience there, but this location on the Commons is really convenient, especially since neither branch is open on Saturdays anymore so it can be harder to fit in a visit in-between work. The issue is that CFCUs "transformation center" is confusing. After a few years, I still dont know what the term "transformation center" even means. Its nice if you just need to use the atm, but its unclear what other services the branch offers or doesnt offer, as its set up more loosely than a typical bank location. Its also sometimes unclear who to speak to and there can be a line as theres only one teller. Im happy we have a location downtown, but wish it was a more traditional branch. I will say the 24-hr atm access is very convenient, though.
3 /5