John G. Ullman & Associates is a registered investment advisor* that provides clients with comprehensive financial services from financial planning to investments, tax preparation to tax planning, estate planning to retirement, and beyond. At whatever stage you find your current wealth position, John G. Ullman & Associates can offer you a full range of services and the attention to detail that we provide to every single client.
The John G. Ullman & Associates process starts and ends with you! Our expert Advisors begin by working with you to understand your current financial picture, unique goals, time horizon, and risk tolerance. This information helps us develop a customized plan, based on your unique circumstances, that serves as a roadmap to making the right decisions about your financial future.
The John G. Ullman & Associates process starts and ends with you! Our expert Advisors begin by working with you to understand your current financial picture, unique goals, time horizon, and risk tolerance. This information helps us develop a customized plan, based on your unique circumstances, that serves as a roadmap to making the right decisions about your financial future.
Services
Our Advisors have the highest ethical standards and respect for confidentiality which allows them to build deeply meaningful relationships with our clients. Whatever the need, our team of professionals and support staff is at your service for all areas of your financial life. Our integrity, vision, and dedication haven't changed since 1978 when John G. Ullman started a new kind of wealth management firm.
In 1978, John G. Ullman set out to build a new kind of wealth management firm that would provide unprecedented service and support to meet all of a family's financial needs. From the outset we have been committed to operating with the highest ethics and values.
Almost four decades later, our business model continues with our dedicated team of financial planners, tax professionals, investment researchers, legal professionals, and support staff working collaboratively to enable us to meet the unique needs of each client.
Almost four decades later, our business model continues with our dedicated team of financial planners, tax professionals, investment researchers, legal professionals, and support staff working collaboratively to enable us to meet the unique needs of each client.
John G. Ullman & Associates is a wealth management firm committed to bringing human connection, attention to detail and trust to every aspect of financial planning. Founded more than 40 years ago in the Finger Lakes Region, our team has grown to include a diverse group of expert financial planners, tax professionals, investment researchers, legal professionals and support staff in three separate New York State locations.
The reasons people seek professional financial planning services are as unique and diverse as the people themselves. Whether you need help monitoring the big picture of your finances, want help with investments or require yearly tax preparation services, the financial planning experts at John G. Ullman & Associates, Inc. are ready and willing to provide top-notch advice.
Creating your customized plan is an ongoing and interactive process. It can take time and many discussions with your Advisor for them to learn about and fully understand your goals - both personal and financial. There are many special projects, analyses, and evaluations that will occur as part of developing your overall plan.
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