For over 40 years John G Ullman and Associates has help hundreds of families with their comprehensive wealth planning and management needs.
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Prior to my time at John G Ullman I was helping the customers of my families 72 years old Newburgh based business products company find the solutions they needed every day. In 2017 our family business was sold but my drive to find solutions for people was still on my mind. In 2021 I came aboard JGUA to help people find their lifelong wealth management professional. Our proactive and personalized strategy fits very nicely with my history of providing people with the solution that fits their needs. I hope to be able to help you with yours