When 'life happens' who do you call first?

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About John G. Ullman & Associates

  • Through a close working relationship, we provide families and businesses with comprehensive financial services combining prudent asset management with customized financial advice, implementation and monitoring.
  • Cooperatively we work together to define and achieve each client's particular financial goals.
  • In serving our clients we will maintain extraordinary values without compromise. We shall ensure the confidentiality of our clients and provide all financial services with no conflicts of interest.

Recent Blog News

529s – Even more valuable than originally believed to be

Posted on March 10, 2015 by Jason Nickerson, CFP®, EA

I get this question on a regular basis…”Where is the best place to save money for college?” If you ask anyone here, the number one answer would be open a 529 account.  You may already be doing so and very … Continue reading