Pearsall Wealth Management - UBS Financial Services Inc. - Glens Falls (NY)

Steve R. I gave WFA one third of my portfolio three years ago and this is my update on their performance over that time. I am a client of Nick L., so this primarily reflects on the success of his efforts. I have been very pleased. Nick and his team consistently exceed my expectations in terms of portfolio performance, client service, customization, enjoyably meetings, and the statistical analyses I require. As someone who has written my own investment software for over 10 years, I have a lot "invested" in managing my own portfolio. However at this time I am considering placing another third of my funds under Nicks management.

aryana ferguson Had an amazing experience!! First time getting insurance on my own and the owner was so nice and she answered every question I had without making me feel dumb for not knowing something. Truly an amazing experience all around!! Would recommend to any first time drivers getting insurance!

Will Kesecker I had the pleasure of meeting Russell to discuss my financial future. This has been a stressful topic for my wife and and really hoped to find someone that could point us in the right direction in how to manage or investments. Russell was up for the task, He sat us down and explained the different things we can do to ensure or financial safety as we grow older. He made us feel like we where a friend of the family and not just another client to add to his list. He made sure that we understood the different risk levels and what he felt would fit us best! In the end I left the meeting feeling empowered and ready to take on the next step in life to provide myself and my family the life style we have worked so hard to get! Thank you again Russell for putting us at ease and showing us that this is a very manageable process with the right people on my team!!!!

Jeffrey Zink A young teller helped me so much when there was fraudulent activity on my debit card, I believe her name was Melissa

Joseph Stieb Shaun and Amy are fantastic! Helpful, considerate, smart people.

john patti Shawn is very knowledgeable and makes it clear that there isn’t just one answer for everyone. He makes sure he understands your individual circumstances and goals.