John G. Ullman & Associates

John G. Ullman & Associates (JGUA) is a registered investment advisor* that provides clients with comprehensive financial services ranging from financial planning to investments, tax preparation to tax planning, estate planning to retirement, and beyond. JGUA is unique in the range of services we offer and the attention to detail that we provide to every single client. The team at JGUA helps clients plan for a lifetime of financial success and security by creating highly customized financial plans based on JGUA's balanced and dynamic approach to investing for long-term gains. Since financial planning is an ongoing process, long-term commitments to clients are a priority. The JGUA team strives to provide continuous support and comprehensive financial management in order to help clients implement their plans to achieve their short- and long-term goals. *Registration does not imply a certain level of skill or training. Mission: For over 40 years, John G. Ullman & Associates has helped hundreds of families, businesses, charitable foundations, and trusts to build, manage, grow, and protect their wealth. The JGUA 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.