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

What the ‘One Big Beautiful Bill Act’ Means for You: A Financial Outlook for Retirees and Investors
  • Free live podcast Sept. 15 at 6 p.m. on the One Big Beautiful Bill Act. Discover how this major tax law may affect your taxes, retirement, investments, and more
  • Monday Sep 15, 2025

Rep/Contact Info

Ryan Sargent
Director of Marketing & Communication