Schedule A Meeting

Schedule A Meeting

Featured Insights

Check out the latest articles, videos and podcast content curated by JGUA Financial Advisors, Research Analysts and more below. Topics covered include retirement, investment management, estate planning, financial planning and beyond.

Latest Insights

The Essential Guide to Insurance

The Essential Guide to Insurance

Navigating 529 Plan Strategy Changes - cover art

Navigating 529 Plan Strategy Changes

When it comes to your finances, don't be a duck - cover art

When It Comes To Your Finances, Don’t Be A Duck.

Why Are Mortgage Rates Staying Stubbornly High cover image

Why Are Mortgage Rates Staying Stubbornly High?

Latest Podcasts

JGUA Community Education
Series Presentations

Playlist

4 Videos

All Insights

The Essential Guide to Insurance

The Essential Guide to Insurance

Navigating 529 Plan Strategy Changes - cover art

Navigating 529 Plan Strategy Changes

When it comes to your finances, don't be a duck - cover art

When It Comes To Your Finances, Don’t Be A Duck.

Why Are Mortgage Rates Staying Stubbornly High cover image

Why Are Mortgage Rates Staying Stubbornly High?

Schedule A Meeting

Navigation

Disclosure Statement

Form CRS ADV3

Privacy Policy

Website Disclosures

Business Hours

  • Monday - Friday
  • 7:30 a.m. to 5:30 p.m.

Follow us

Facebook Youtube Instagram Linkedin

Locations

  • JGUA Headquarters
  • 343 Daniel Zenker Drive Horseheads, NY 14845
  • 800-936-3785
  • 607-936-8361
  • Rhinebeck, NY Branch Office
  • 20 East Market Street, Rhinebeck, NY 12572
  • 866-819-5046
  • Charlotte, NC Branch Office
  • 5955 Carnegie Blvd., Suite 100 Charlotte, NC 28209
  • 800-936-3785
  • Corning, NY Office
  • 51 E. Market St. Corning, NY 14830
  • 607-936-3785

© 2024 John G. Ullman & Associates, Inc. | All Rights Reserved