Our Advisors have the highest ethical standards and respect for confidentiality which allows them to build deeply meaningful relationships with our clients. Whatever the need, our team of professionals and support staff is at your service for all areas of your financial life.
Right people / right skills
Our integrity, vision, and dedication haven’t changed since 1978 when John G. Ullman started a new kind of wealth management firm. Thoughtful growth plans and client loyalty have made the John G. Ullman & Associates of today a firm that’s small enough to care for clients personally, but large enough to attract the required skillsets for exceptional performance.
A superb model for working together
Large financial companies can seem impersonal and overwhelming. The internal structure within our firm enables your John G. Ullman & Associates Advisor to have access to all of our professional staff and their various backgrounds, credentials, and skillsets to ensure that you receive an uncompromised level of service. Client confidentiality always remains a priority, while our team approach allows your Advisor to have access to all of the resources of a large firm, maintaining consistency and a high level of service. We take pride in our highly ethical team, always looking out for the best interest of our clients based on the values we represent.
The client relationship
Our Advisors work with the utmost integrity to build your personalized plan which puts you on track to your financial future; however, the expertise isn’t limited to your Advisor. At John G. Ullman & Associates your annual fee includes access to our team of investment managers, financial planners, CFPs, CFAs, CPAs, other tax professionals, legal professionals, researchers, and a comprehensive support team – with all services facilitated through your Advisor. The strength of our team is one reason why so many of our clients and their families remain with us for generations.
Security and confidence
Your confidentiality is always a priority. Our internal software is built for extreme privacy, our policies are meticulous, and our commitment to your security is relentless and unwavering.
Team Member Quotes
“It’s very rewarding when you can make a difference in a person’s life.” ̶ Mason Jones, CFP, Associate Advisor, Corning, NY
“We translate what’s going on in a client’s life and help them figure out their money based on what they have and what they want to do in the future.” – Elizabeth Bitterman, Estate Planning Advisor, Rhinebeck, NY