“Now we’ve got the prior year totally behind us, let’s move this forward. Whether it’s helping a client on a one-to-one basis move closer to their goals and objectives, or people within the company moving the company forward on their goals and objectives. It’ll be interesting to watch what kind of ideas get created [...]
ELMIRA, N.Y. – The Clemens Center and John G. Ullman & Associates, Inc. (JGUA) are excited to announce their collaboration for a three-part financial education series that is scheduled to begin April 3. The series, titled “Not Dead Yet!”, will focus on topics including retirement, legacy planning and cybersecurity. Each presentation will feature members [...]
Published on February 1, 2024 by the Finger Lakes Land Trust The Corning-based financial services firm John Ullman & Associates has chosen to recognize 40 years of service by its Senior Vice President Karen Meriwether through a contribution of $4,000 to the Finger Lakes Land Trust (FLLT) made in her honor. The gift was made specifically [...]
CHARLOTTE, N.C. – John G. Ullman & Associates, Inc. (JGUA) and Lodestone Real Estate are thrilled to announce their partnership for a four-part financial seminar series. The series, slated to begin on January 25th, will cover topics such as Passive vs. Active Investment Management, Next Generation Financial Literacy, Protection of Assets and Retiring to [...]
“I’m not sure that we’ve really stepped back in a long time … We did a lot this year, we got a lot accomplished. It’s incredibly impressive and exciting that we got to celebrate these milestones with our clients and our team. But I think we’re all thinking now, what can we do next?” [...]
HORSEHEADS, N.Y. – John G. Ullman & Associates, Inc. (JGUA) is proud to announce its upcoming collaboration with WENY-TV for a weekly financial health segment throughout 2024. The series will be a comprehensive exploration of various financial topics and events aimed at helping viewers enhance their financial well-being in the New Year. Weekly segments [...]
RHINEBECK, N.Y. – In an announcement made late last week, John G. Ullman & Associates, Inc. (JGUA) President & Chief Operating Officer Jason Nickerson, CFP®, EA, tabbed Andrew Baron, CFP®, EA as the next lead advisor of the JGUA Rhinebeck location. Baron, a member of the JGUA Advisor team since 2017, is slated to [...]
NEW YORK, N.Y. – John G. Ullman & Associates, Inc. (JGUA) proudly announces that its recent interview, “Seeking Out Value in Health Care, Infrastructure, and Technology”, conducted by the Wall Street Transcript, has been named among the Best Money Manager Interviews of 2023 by the esteemed financial publication. The interview featured JGUA Founder, CEO & [...]
CHARLOTTE, N.C. – John G. Ullman & Associates, Inc. (JGUA) is pleased to announce the addition of Caroline Wienecke to the Relationship Development team as its representative in the firm’s new Charlotte Branch Office. Wienecke officially started with JGUA on December 4th, bringing over five years of experience in relationship development, non-profit development, and [...]
CHARLOTTE, N.C. – John G. Ullman & Associates, Inc. (JGUA) celebrated the opening of its Charlotte Branch office in an event held on Thursday, November 9th. The celebration, hosted at Legion Brewing Company South Park, drew a large crowd, including firm leadership, advisors, and members of the business development team. Legion Brewing Company provided [...]
