Upcoming Events

Below is a comprehensive list of current and/or upcoming events, feel free to email us at [email protected] for more information. Check this page frequently for updates on future events, presentations and webinars!

Winter Warmup: Meet JGUA’s Board of Directors

We invite you to join John G. Ullman & Associates for a night of networking and cheer at the JGUA Winter Warmup Celebration! This exclusive event is scheduled to take...

Alfred State College & JGUA Present: Estate Planning Explained

Alfred State College and John G. Ullman & Associates are excited to announce our partnership for a two-part financial education series in 2025, beginning with a presentation on Estate &...

Join Us For The Upstate N.Y. Business Happy Hour Event!

Join the John G. Ullman & Associates Charlotte Team, The SL Home Group and Minted Capital Mortgage for an engaging evening of networking, connections and professional growth at the Upstate...

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Founded in 1978, John G. Ullman & Associates operates in New York and North Carolina. As a Registered Investment Advisor (RIA), we offer comprehensive financial planning and investment management services.

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Winter Warmup: Meet JGUA’s Board of Directors

Alfred State College & JGUA Present: Estate Planning Explained

Join Us For The Upstate N.Y. Business Happy Hour Event!

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We’re a growing company, and we hope you’ll grow with us! Find a JGUA location near you, and learn more about each of our locations.

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Upcoming Events

Winter Warmup: Meet JGUA’s Board of Directors

Alfred State College & JGUA Present: Estate Planning Explained

Join Us For The Upstate N.Y. Business Happy Hour Event!

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