Introducing Bill & Penny Otis: A Series Showcasing How Our Team Could Help You!

I’m David Plante, the Director of Relationship Development here at John G. Ullman & Associates and I wanted let you know a little about what my team and I do, as we introduce an exciting new initiative that could help provide you some context about our process here at the firm.

We understand that making the right decision for you and your family when it comes to making a change from your current financial advisor, or taking that first step into having your hard-earned assets managed is a daunting task. With over 25 years of experience in the financial services industry, I understand the magnitude of this decision and the impacts it can have on your life.

My team is committed to making that decision as easy as possible by learning as much as we can about your situation and financial goals, so that we can pair you with your lifelong financial advisor or advisor team.

One of the things I appreciate about our firm is that we have over 20 financial advisors and advisor teams that have a wide range of specialties. With the ability to match you with the advisor that best fits your needs, we’re able to offer you a level of personalized support – ensuring you receive a concierge level of service and attention you deserve with nearly anything your money touches.

At John G. Ullman and Associates we believe in building long-term relationships based on trust, transparency and open communication. With this foundation, along with the ethics and values that have guided our firm for nearly 45 years, JGUA is committed to helping you plan for a secure future for generations to come.

In order to further show how our team of financial advisors can assist you in planning out your financial future, we’d like to introduce a pair of fictional characters, Bill & Penny Otis, who will be featured in key situations where our advisors can help YOU! This series is set to begin in April, and we are very excited to share the skills of our advisors with you.

Throughout this series, you may see yourself in one of these situations where our advisors provide their expertise and guidance. If so, let’s start a conversation by emailing [email protected] or by calling 607-936-3785.