John G. Ullman & Associates
Financial Services, 343 Daniel Zenker Dr, Horseheads, New York, 14845, United States, 51-200 Employees
Phone Number: +16*********
Who is JOHN G. ULLMAN & ASSOCIATES
Who We Are: JGUA is a Comprehensive Wealth Management firm that takes pride in bringing human connection, attention to detail, and trust to virtually every aspect of financial planning. W...
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Headquarters: 343 Daniel Zenker Dr, Horseheads, New York, 14845, United States
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Date Founded: 1978
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Employees: 51-200
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Revenue: $50 Million to $100 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6211
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NAICS Code: 523930 |
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Frequently Asked Questions Regarding John G. Ullman & Associates
Answer: John G. Ullman & Associates's headquarters are located at 343 Daniel Zenker Dr, Horseheads, New York, 14845, United States
Answer: John G. Ullman & Associates's phone number is +16*********
Answer: John G. Ullman & Associates's official website is https://jgua.com
Answer: John G. Ullman & Associates's revenue is $50 Million to $100 Million
Answer: John G. Ullman & Associates's SIC: 6211
Answer: John G. Ullman & Associates's NAICS: 523930
Answer: John G. Ullman & Associates has 51-200 employees
Answer: John G. Ullman & Associates is in Financial Services
Answer: John G. Ullman & Associates contact info: Phone number: +16********* Website: https://jgua.com
Answer: Who We Are: JGUA is a Comprehensive Wealth Management firm that takes pride in bringing human connection, attention to detail, and trust to virtually every aspect of financial planning. What We Do: JGUA works proactively with clients to develop financial plans that are structured to meet their goals, whether those goals are in the short-term, long-term, or with the next generation in mind. How We Do It: JGUA Advisors work collaboratively across all service areas to provide clients with the highest levels of comprehensive guidance, in a highly personalized way. Our process starts with you. Youll be paired with an Advisor who works diligently and with the utmost integrity to understand your unique goals, time horizon, current financial picture, and risk tolerance. The resulting plan reflects decades of our experience, and serves as a road map to help you make the right decisions about your financial future. From there, our investment management team leverages our research, trading, and portfolio management groups to provide both highly experienced and newer investors with personalized, active portfolio management based on real-world experience, analytics, and insights, not just automated algorithms. Backed by our team of financial planners, CPAs and other tax professionals, legal professionals, and support staff, we are uniquely qualified and equally passionate about helping clients and their families achieve their financial goals.
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