John G Ullman & Associates

A Comprehensive Financial Solutions Provider

John G. Ullman & Associates is a registered investment advisor offering comprehensive financial services to individuals and businesses in the Rochester, NY area and beyond. We believe in building lasting relationships with our clients and collaboratively working with them to achieve their financial goals.

Our Expertise

Our team comprises experienced and passionate professionals with diverse backgrounds in financial planning, investment management, tax preparation, estate planning, and retirement planning. We are committed to providing personalized attention and customized solutions to meet your unique needs.

What Sets Us Apart

What truly distinguishes John G. Ullman & Associates is our client-centered approach. We prioritize understanding your unique financial situation, goals, and aspirations. We work alongside you to develop a customized financial roadmap, ensuring your plan aligns perfectly with your individual circumstances and aspirations. We also provide ongoing guidance and support to help you implement your plan, navigate market fluctuations, and achieve your financial goals.

Our Services

We offer a comprehensive range of services, including:

Financial Planning

• Goal setting and financial analysis
• Asset allocation and investment planning
• Retirement planning and analysis
• Estate planning and insurance review

Investment Management

• Portfolio optimization and review
• Trading and rebalancing services
• Performance analysis and reporting

Income Taxes

• Tax planning and preparation
• Tax compliance assistance
• Estimated tax payment planning

Additionally, we offer

• Retirement planning guidance
• Estate planning support
• Business planning and analysis
• Investment research and analysis

Our Commitment

John G. Ullman & Associates is committed to providing:

• Personalized attention: We take the time to understand your unique needs and goals.
• Transparency: We provide clear and concise explanations of our processes and fees.
• Communication: We maintain regular communication and provide updates throughout our engagement.
• Expertise: Our team stays updated on the latest industry trends and regulations.

Schedule a Consultation Today

If you're seeking a reliable and experienced financial planning partner, look no further than John G. Ullman & Associates. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.