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What We Do

John G. Ullman & Associates is a registered investment advisor* that provides clients with comprehensive financial services from financial planning to investments, tax preparation to tax planning, estate planning to retirement, and beyond. At whatever stage you find your current wealth position, John G. Ullman & Associates is unique in the range of services we offer and the attention to detail that we provide to every single client.

*Registration does not imply a certain level of skill or training.

What Distinguishes Us

The John G. Ullman & Associates process starts and ends with you! Our expert Advisors begin by working with you to understand your current financial picture, unique goals, time horizon, and risk tolerance. This information helps us develop a customized plan, based on your unique circumstances, that serves as a roadmap to making the right decisions about your financial future. Then we help you implement that plan, guide you in making smart choices, and determine the actions needed to achieve your financial objectives. Whatever your stage, we have the resources to help every step of the way.

What We Can Do Together

If you’re a busy professional, your career or family’s in transition, are an entrepreneur, a retiree or find yourself anywhere along life’s spectrum, we’re broad enough to serve your financial needs in whatever way you desire. The My Life pages will help you find specific areas that you might be concerned about now or in the near future and how we can help you manage them. We’re happy to help you with the starter topics linked below, and much more:

STARTING OUT

You have a compensation package that’s leading you on a path to affluence. It’s time to set goals. Perhaps purchase a home. Pay off college debt. Of course, it’s never too soon to plan for retirement. You need to get your money working for you. Let our John G. Ullman & Associates Advisors help!

FAMILY

Are you newly married or thinking about marriage? Or perhaps you’re newly divorced or a widow/widower? Have kids or maybe a blended family? There are many questions to address such as insurance, estate planning, and college. Our Advisors can help you answer your important questions!

RETIREMENT

You can never plan for retirement too soon! Perhaps you need advice on Social Security, your pension plans, or spend-down strategies. Or the various insurance plans that impact you like Medicare, disability, property & casualty insurance. Let our Team help you better prepare for what’s to come!

LEGACY

Perhaps you need advice on how to maximize what you’ve worked so hard for your entire life. You need the proper documents in place, such as a Will and Power of Attorney. You want to set up trusts for your children and grandchildren, or charitable gifts. Our Advisors can help you fulfill your wishes!

Interested in continuing the conversation?

For most of us, it’s not a matter of if you’ll need financial guidance; it’s a matter of when. Contact us to learn how our team of experts can help bring all of your financial matters into focus. We’d love to hear from you!