Enjoying a Timeshare Vacation without Breaking the Bank

By |2024-01-04T07:47:51-05:00January 4th, 2024|The Blog @JGUA|

My wife and I recently sat through a timeshare sales presentation. We received an attractive postcard in the mail a year ago with an invitation to stay at a wonderful resort in Orlando for a reduced rate. The only caveat was that we needed to attend a 90 minute sales presentation.  Our sales person [...]

John G. Ullman & Associates, Inc. & Lodestone Real Estate Partner for Four-Part Financial Seminar Series

By |2024-01-04T07:49:19-05:00January 4th, 2024|JGUA In The News|

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 [...]

From The President’s Chair: A Reflective Conversation on 2023 Achievements, Strategic Growth and a Peek Into 2024

By |2024-01-03T09:29:39-05:00January 3rd, 2024|JGUA In The News, The Blog @JGUA|

“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?” [...]

John G. Ullman & Associates, Inc. to Headline Weekly Financial Health Segment on WENY-TV in 2024

By |2023-12-29T10:23:13-05:00December 29th, 2023|JGUA In The News|

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 [...]

Andrew Baron Tabbed as Next Lead Advisor of John G. Ullman & Associates, Inc. Rhinebeck Branch

By |2023-12-28T08:48:33-05:00December 28th, 2023|JGUA In The News|

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 [...]

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