We treat confidentiality with the utmost care and consideration. Our internal software is built for extreme privacy, our policies are strict, and our commitment is relentless and unyielding.
Our client model is unique: when you join John G. Ullman & Associates, Inc., your entire family becomes our client. We understand that financial management and investing is not about one person, but about the ones that mean the most.
Our staff works relentlessly on finding the best value and greatest long-term return on your investments. We are compensated as fee-only financial advisors with optional in-house tax preparation available. Our approach to financial management is all about what benefits you, not us.
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