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John G. Ullman & Associates, Inc. Commemorates 25th Anniversary of Rhinebeck Branch Office; Celebrates the Life & Legacy of Claire S. Longden

By |2023-10-17T13:17:06-05:00October 3rd, 2023|JGUA In The News|

Rhinebeck, N.Y. – John G. Ullman & Associates, Inc. (JGUA) commemorated the 25-year anniversary of the opening of its’ Rhinebeck branch office on Thursday, September 28th. The event, held at Betsy Jacaruso Studio & Art Gallery, featured an intimate crowd that gathered to celebrate the milestone with a contingent of firm leadership, advisors and [...]

John G. Ullman & Associates, Inc. Celebrates 45th Anniversary

By |2023-08-24T12:24:29-05:00August 24th, 2023|JGUA In The News|

HORSEHEADS, N.Y. – John G. Ullman & Associates, Inc. (JGUA) commemorated 45 years of service on Thursday, August 17th in a celebration held at its’ headquarters in Horseheads, N.Y. The celebratory event witnessed an impressive turnout, with more than 200 guests gathering to commemorate the milestone. The event featured several local vendors, including Liquid Shoes [...]

John G. Ullman & Associates, Inc. Announces Major Corporate Expansion Initiative

By |2023-11-09T14:54:02-05:00August 21st, 2023|JGUA In The News|

HORSEHEADS, N.Y. – John G. Ullman & Associates, Inc. (JGUA) is thrilled to announce a major corporate expansion initiative, culminating with the opening of a new office in Charlotte, North Carolina. The initiative marks the third major expansion for the firm, the first coming in 1998 with the opening of an office in Rhinebeck, [...]

Brandi Graham Named Paul Harris Fellowship Award Recipient by Bath Rotary Club

By |2023-07-13T08:21:18-05:00June 21st, 2023|JGUA In The News|

Bath, N.Y. – In recognition of her contributions and commitment to the Bath Rotary Club, John G. Ullman & Associates, Inc. (JGUA) Senior Advisor Brandi Graham, CFP®, CTFA, received the Paul Harris Fellowship Award at the organizations 100th Anniversary banquet this past Saturday. The award, named in honor of Paul Harris who founded the [...]

Utilities Offer Pricing Power in Defensive Sector – The Wall Street Transcript

By |2023-07-13T08:22:13-05:00June 13th, 2022|JGUA In The News|

Wall Street Transcript – June 13, 2022 JGUA Founder & President, John G. Ullman, is joined by Bill Armstrong, CFA, Brett Winnefeld, CFA, and Mark Abdalla, CFA, to provide insight as to how utilities offer pricing power in the defensive sector. Read Full Transcript Here!

Ullman Hosts Grand Opening

By |2023-07-13T08:25:01-05:00May 6th, 2019|JGUA In The News|

*From "The Leader" - Published Monday, May 6, 2019 By Shawn Vargo HORSEHEADS, N.Y. - John G. Ullman & Associates held a double celebration at its new facility Sunday. The day served as a 40th Anniversary celebration, as well as a grand opening of its new home at 343 Daniel Zenker Drive. The afternoon [...]

John G. Ullman & Associates Doing Things Right

By |2023-07-13T08:25:45-05:00May 2nd, 2018|JGUA In The News|

*From “The Leader” – Published Monday, May 2, 2018 By Shawn Vargo When I produce these Re-Discover Corning pieces, I’m usually amazed at how certain aspects of life in Corning - a city that I was born and raised in - have completely flown under my radar. John G. Ullman and Associates, located at [...]

Financial Services Firm Moves To New Rhinebeck Location

By |2023-07-13T09:59:21-05:00February 13th, 2018|JGUA In The News|

*From - Patch.com Press Release Desk Rhinebeck, N.Y. - John G. Ullman & Associates, Inc., announced that it has opened its doors at 20 East Market Street in the historic business district of Rhinebeck, New York. Lizzy Bitterman, Associate Advisor at the firm, explained, “this marks an important juncture for our firm; we have moved to [...]

A Comprehensive Approach to Financial Planning – The Wall Street Transcript

By |2023-07-13T08:26:28-05:00February 5th, 2018|JGUA In The News|

JGUA Founder & President, John G. Ullman provides insight on taking a comprehensive approach to financial planning. Read Full Transcript Here!

J.G. Ullman & Associates Implements Major Corporate Expansion

By |2023-07-13T08:42:43-05:00April 24th, 2017|JGUA In The News|

*From "Central New York Business Journal" - Published Monday, April 24, 2017 By Norman Poltenson CORNING, N.Y. - At John G. Ullman & Associates, Inc. (JGUA), strategic planning has been underway for more than five years to ensure nothing goes awry. In 2011, the company’s senior management team began a long and deliberate process of [...]

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