Start Your Journey With John G. Ullman & Associates Today!

At John G. Ullman & Associates, we’re proud to offer comprehensive wealth management services to our clients – services that assist you with everything your money touches. With three locations throughout New York State, including Horseheads, Corning and Rhinebeck, and a branch office in Charlotte, North Carolina – JGUA is able to serve you no matter where you are located.

Our comprehensive model includes services in areas such as:

  • Investment & Portfolio Management
  • Retirement Planning
  • Estate & Legacy Planning
  • Tax Planning & Preparation
  • Risk Management & Goal Setting
  • Charitable Gifting
  • Wealth Accumulation Strategies
  • Employer Benefit Reviews & More!

Established in 1978, our mission is driven by the core ethics and values that remain the foundation of our firm. With a team of financial advisors, an in-house management team, investment analysts, along with tax planning and available tax preparation services, we’re committed to building a lifelong relationship with our clients.

After filling out the form below, your journey will start with a member of our relationship development team. They’ll get to know you and your family’s specific needs, priorities and financial goals. Based on this information, they’ll match you with a financial advisor or advisor team that is best suited to meet your needs.

If you’ve been referred to us by a friend, family member or co-worker, let us know below! We want to make sure to thank them for connecting us with you. Additionally, if you have a specific advisor or advisor team you’d like to meet with, make sure to let us know in the designated section below.

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Refer a friend or family member.