About John g. ullman & associates, inc.
John G. Ullman & Associates, Inc. is a leading financial services firm based in Corning, NY that provides comprehensive financial planning and investment management services to individuals, families, and businesses. With over 40 years of experience in the industry, John G. Ullman & Associates has built a reputation for delivering personalized solutions that help clients achieve their financial goals.
At John G. Ullman & Associates, we understand that every client has unique needs and objectives when it comes to their finances. That's why we take a holistic approach to financial planning that takes into account all aspects of our clients' lives – from their current financial situation to their long-term goals and aspirations.
Our team of experienced professionals includes certified financial planners (CFPs), investment advisors, tax specialists, and estate planning experts who work together to develop customized strategies tailored to each client's specific needs. We believe in building long-term relationships with our clients based on trust, transparency, and open communication.
One of the key benefits of working with John G. Ullman & Associates is our commitment to providing unbiased advice that is always in the best interests of our clients. Unlike many other firms that may have conflicts of interest due to commissions or other incentives tied to specific products or investments, we are fee-only advisors who are compensated solely by our clients.
Our comprehensive suite of services includes:
Financial Planning: Our team works closely with clients to develop personalized plans designed to help them achieve their short- and long-term goals while managing risk along the way.
Investment Management: We offer a range of investment strategies designed for different risk profiles and objectives – from conservative income-focused portfolios to more aggressive growth-oriented strategies.
Retirement Planning: Whether you're just starting out or nearing retirement age, we can help you develop a plan that maximizes your savings while minimizing taxes and other expenses.
Estate Planning: Our experts can help you navigate complex estate planning issues such as trusts, wills, probate proceedings, charitable giving strategies,and more
Tax Planning: We work closely with tax specialists who can provide guidance on minimizing your tax liability while maximizing your after-tax returns
Insurance Services: From life insurance policies designed for wealth transfer purposes,to disability insurance policies designed for income protection purposes ,we offer an arrayof insurance solutions tailoredto meet individual needs
At John G.Ullman&Associates ,we believein educatingourclients abouttheinvestmentprocessandfinancialplanningstrategies.Weofferseminarsandworkshopsdesignedtohelpclientsunderstandcomplexfinancialconceptsandmakemoreinformeddecisionsabouttheirfinances.Ourgoalistoempowerourclientstotakecontroloftheirfinancialfuturebyprovidingthemwiththeknowledgeandtoolsneededtomakewell-informeddecisionsabouttheirmoney.
In conclusion,Johng.Ullman&Associatesiscommittedtoprovidingcomprehensivefinancialservicesdesignedtohelpclientsachievethelong-termgoalswhilemaintainingastrongfocusonriskmanagement.Weareproudofourreputationforprovidingunbiasedadvicebasedonourexperience,knowledge,andexpertiseinthefieldoffinancialplanningandinvestmentmanagement.Whether you're lookingforretirementplanning,savingforcollege,fundingyourbusinessoranyotherfinancialneed,youcantrustJohng.Ullman&Associatestodeliverpersonalizedsolutionsthatwillhelpyouachieveyourgoalswhilemaintainingpeaceofmindalongtheway
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