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!

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.

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

By |2023-04-18T09:22:15-05:00April 18th, 2023|Meet Bill & Penny: A Series Showcasing How Our Team Can Help You!, The Blog @JGUA|

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 [...]

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