From President John G. Ullman
We’re very excited that you’ve taken time out of your busy day to visit our new and improved website!
This new site showcases the comprehensive range of services we proudly offer which cover financial planning, investment management, tax planning and preparation, and all the sub-categories of services that address important aspects of your financial life. We are known for our highly interactive and customized planning process, as well as the close personal relationships we have with our clients. Whether you are trying to save for your children’s education or plan for the next phase of your life, we’re here to help.
Our goal is to simplify things that can often seem complicated. Even our fee structure is simple and easy to understand. We offer a high level of service, hold ethics and values in the very highest regard, and through this website you’ll notice the thorough, strategic nature of everything we do.
For nearly 40 years we have worked to bring our clients greater value to their wealth and financial management needs. We’re now a few generations deep in providing service to many of our client families, and it brings them peace of mind to know we’ll be here for generations to come.
Our improved website, blogs, and articles will bring you topical, relevant, timely topics and tools that address all aspects of wealth management. We share our knowledge to demonstrate the depth of what we offer with the hope that you’ll put your trust in us. Our skilled team is always available and dedicated to answering your questions and lending advice around your finances.
The goal at John G. Ullman & Associates is to be the leader in wealth management. We want to be the first people you call when it comes to your finances.
Feel free to contact us anytime!
John G. Ullman