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| John G. Ullman & Associates, Inc. |
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Mission statement:
The John G. Ullman & Associates Philosophy
Through close personal relationships, John G. Ullman & Associates has helped hundreds of families, businesses, charitable foundations, and trusts to build, manage, grow, and protect their wealth. Together we plan for a lifetime of financial success and security by creating highly customized financial plans that are formed through a balanced and dynamic approach to investing for long-term gains.
Financial planning is an ongoing process. We value long-term commitments to our clients and strive to provide continuous support and comprehensive financial management in order to help our clients achieve their short- and long-term goals.
Our Mission
To make the complicated understandable, the overwhelming manageable, and to help dreams become reality. We achieve this by working with the utmost integrity, care, and skill to bring clients a lifetime of financial security.
Our Values
We live our Values on a day-to-day basis:
Integrity
Dedication
Respect
Excellence
Confidence
Accountability
Intensity |
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Overview:
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 Client Comes First
As a federally Registered Investment Advisor (RIA) firm, our team helps clients plan for the future and manage investments. Unlike many wealth management companies, our business model is structured to keep all core services and departments in house. This structure gives you access to our team of experts who are highly skilled in a variety of specialized areas. Access internally to this vast array of knowledge is invaluable to the team that guides you and actively manages your assets.
Instead of offering generic advice, we take pride in forming deep personal relationships so that we can truly get to know our clients and their financial planning goals. It is these relationships that lead to lifelong partnerships with both individual clients and families that span multiple generations.
What We Do
When clients first come to John G. Ullman & Associates, the process begins with being assigned to one of our expert advisors. Acting as the single point of contact, he or she will have 100% confidential conversations with you to learn more about your situation. From there, we develop a custom, comprehensive wealth management strategy to help bring you peace of mind in the face of unexpected life events.
From solving immediate concerns to creating a roadmap for short-term and long-term success, our team will ensure you and your family are prepared for the future. As the single source for all your financial needs, John G. Ullman & Associates can provide the following services:
Financial Planning
Investment Management
Tax Planning & Preparation
Coordination with your accountant, attorney and insurance agent
We invite you to learn more about John G. Ullman’s financial planning service offerings and how we can help you achieve financial freedom. Our team is standing by to offer support and insight on all your wealth management concerns. |
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History:
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.
While our headquarters are based in the Finger Lakes Region of Upstate New York, with a branch office in the Hudson Valley, and an affiliate office in Rochester, New York, we are privileged to work with clients nationally and internationally. We work with individuals as well as entire families, often spanning multiple generations, tailoring our services to meet the unique circumstances for each client.
Perhaps the best way to describe our close relationship with our clients is to say that for any major life event, from the planned to the unexpected, we strive to be your most trusted resource and partner. |
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