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At John G. Ullman & Associates, we’re proud to offer comprehensive wealth management services to our clients – services that assist you with everything your money touches. With three locations throughout New York State, including Horseheads, Corning and Rhinebeck, and a branch office in Charlotte, North Carolina – JGUA is able to serve you no matter where you are located.
Established in 1978, our mission is driven by the core ethics and values that remain the foundation of our firm. With a team of financial advisors, an in-house management team, investment analysts, along with tax planning and available tax preparation services, we’re committed to building a lifelong relationship with our clients.
After filling out this form, your journey will start with a member of our relationship development team. They’ll get to know you and your family’s specific needs, priorities and financial goals. Based on this information, they’ll match you with a financial advisor or advisor team that is best suited to meet your needs.
Our comprehensive model includes services in areas such as:
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