John G. Ullman & Associates, Inc.

Categories

Financial Planning and Services

About Us

Founded in 1978, John G. Ullman & Associates operates in New York & North Carolina. As a Registered Investment Advisor (RIA), we offer comprehensive financial planning & investment management services.

Events

Tax Planning in Retirement: Keeping More of What You’ve Earned
  • Attend a free in-person seminar on August 21 in Lakewood Ranch, FL, with Scott Townsend, CFP®, to learn essential tax strategies for retirement.
  • Thursday Aug 21, 2025

Rep/Contact Info

Ryan Sargent
Director of Marketing & Communication