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

Integrating Disaster Relief Into Your Charitable Giving Plan: Key Points to Consider.

Integrating Disaster Relief Into Your Charitable Giving Plan: Key Points to Consider. Alexander K. Ognenovski II, JD, Associate Advisor Natural disasters are nothing new, however, in light of the frequency and gravity of recent events, we have an acute awareness of the toll these occurrences take on the areas affected.  The headlines are currently dominated with […]

New York isn’t Horsing Around Anymore

Do you visit farms for u-pick events and horse lessons? Own and operate agriculture businesses that invite the public onto your land educating them about agriculture? Then this new New York State law may impact you. Just over a year ago New York signed into law the Safety in Agriculture Tourism Act (“The Act”). The […]

No Pardon for Turkey

It goes without saying, that the JGUA Investment Philosophy and our hands on, personalized approach to Investment Management is incredibly valuable to the clients we have the privilege of serving. One of our differentiating factors is our belief that research and due diligence are of paramount importance and therefore these functions are kept in-house as […]

New York State STAR Program

Basic STAR vs. Enhanced STAR: Which one is right for me? By: Nick A. Jensen, CPA, CFP® New York State resident homeowners may receive a property tax exemption called School Tax Relief or STAR program. This program is found in the New York State Real Property Tax Law (RPTL) § 425 and is aimed at […]

529 Plans —The Basics

Cynthia Rivera, JD Summer has arrived along with our cherished graduation season.  A milestone to be celebrated. With every passing year our kids are inching closer to that long-awaited dream – college. For many students and their families, however, college has become an expensive dream and a lengthy financial burden.  Helping the future college student […]

The Time Has Come To Grow The JGUA Headquarters!

On Friday, June 29th we had the opportunity to tour JGUA’s Big Flats property with local contractors as we move along in the process of relocating our Corporate Office to Daniel Zenker Drive. It was definitely exciting to discuss the progress that’s being made towards this important milestone in our Firm’s history as we quickly […]

Women in Finance

Earlier this week members of the John G. Ullman & Associates Team were involved in the annual Fund For Women “Inspire” Fundraising Dinner (#FFWInspire) at the Corning Museum of Glass. The Fund For Women’s Mission is “to help girls and women achieve self-sufficiency and realize life goals.” Their Mission is complimentary to the Mission and […]

Comprehensive Financial Planning Strategies Are Even More Important After This Year’s Tax Season

In the Aftermath of the Tax Reform and Jobs Act of 2017 Your Advisor May Now Be Able to Help You: Reduce Your Taxes, Maximize Your Savings & Achieve Your Philanthropic Goals During Your Retirement Years Brandi Graham, CTFA, CFP® and Cynthia Rivera, JD The benefits of savvy strategic planning are significantly greater today as we […]

Making Sense of Itemized Deductions Under The New Tax Law

MAKING SENSE OF ITEMIZED DEDUCTIONS UNDER THE NEW TAX LAW Lynda Tull, Associate Advisor If you’re a homeowner and you’re above the standard deduction, chances are you or your tax preparer have itemized your deductions. These deductions include, but are not limited to: Home mortgage interest payments City/state/school property taxes Personal property taxes State income […]

Not So Happy Tax Day?

Andrew Baron, CFP® Associate Advisor Sometimes life gets the better of us and filing taxes can slip through the cracks. There can be numerous reasons for this to happen—from general procrastination to life-altering catastrophes. Regardless of your reason, anyone may request an automatic 6-month extension. This is an extension of time to file your tax […]