Since 1978, John G. Ullman & Associates has provided comprehensive wealth management and financial planning services to our clients ... but what does that really mean? Hear from JGUA President & Chief Operating Officer Jason Nickerson, CFP?, EA as he details what comprehensive wealth management could mean to you! Find out what comprehensive wealth management could mean to you - https://lnkd.in/e8KgaudK
John G. Ullman & Associates, Inc.
金融服务
Horseheads，New York 1,166 位关注者
Here for Everything Money Touches...
关于我们
Who We Are: JGUA is a Comprehensive Wealth Management firm that takes pride in bringing human connection, attention to detail, and trust to virtually every aspect of financial planning. What We Do: JGUA works proactively with clients to develop financial plans that are structured to meet their goals, whether those goals are in the short-term, long-term, or with the next generation in mind. How We Do It: JGUA Advisors work collaboratively across all service areas to provide clients with the highest levels of comprehensive guidance, in a highly personalized way. Our process starts with you. You’ll be paired with an Advisor who works diligently and with the utmost integrity to understand your unique goals, time horizon, current financial picture, and risk tolerance. The resulting plan reflects decades of our experience, and serves as a road map to help you make the right decisions about your financial future. From there, our investment management team leverages our research, trading, and portfolio management groups to provide both highly experienced and newer investors with personalized, active portfolio management based on real-world experience, analytics, and insights, not just automated algorithms. Backed by our team of financial planners, CPAs and other tax professionals, legal professionals, and support staff, we are uniquely qualified and equally passionate about helping clients and their families achieve their financial goals.
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https://jgua.com/schedule-your-consultation/
John G. Ullman & Associates, Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Horseheads，New York
- 类型
- 私人持股
- 创立
- 1978
- 领域
- Goal Setting、Financial Planning、Investment Strategy、Portfolio Management、Tax Planning 、Estate Planning、Retirement Planning、Wealth Management 、College Savings 、Tax Preparation 、Insurance Review 、Cash flow Analysis 和Executive Compensation Review
地点
John G. Ullman & Associates, Inc.员工
动态
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Don’t miss out on this week’s latest JGUA upcoming events, blog, podcast and more! ? Events / Presentations Life in Focus Series: Understanding Investment & Market Drivers – Wednesday, April 16th at 1 p.m. – Hosted at the Clemens Center (207 Clemens Center Pkwy, Elmira, NY) by Mark Abdalla, CFA and Mark Bloxsom, Ph.D. - https://lnkd.in/gV7AKgUv JGUA Q-1 2025 Investment & Market Update Webinar – Tuesday, April 29th at 10 a.m. – Hosted by brett winnfeld, CFA? - https://lnkd.in/ggyJjFEK Streamline Your Retirement: Retirement Income Strategies Explained – Thursday, May 15th at 5:30 p.m. – Hosted at the JGUA Charlotte Office (5955 Carnegie Blvd., Suite 100, Charlotte, N.C.) by Jakob Brost, CFP?, MS and Todd Brost, CFP? - https://lnkd.in/e8AxsD6z Cyber Shield: Essential Steps to Protect Yourself in the Digital Age – Thursday, May 15th at 5:30 p.m. – Hosted at JGUA Headquarters (343 Daniel Zenker Drive, Horseheads, N.Y.) by Nate VanBrunt, MBA and Taylor Willis of Micro Solutions - Corning - https://lnkd.in/eRTk9P7v ? ? Blog Why a Large Tax Refund Isn’t Always a Good Thing – Written by Jason Nickerson, CFP?, EA - https://lnkd.in/ewvMMyMh ? ? Video Up To Speed: The Market’s Big Questions: The Housing Market, Inflation, Tariffs & Growth – Hosted by Mark Bloxsom, Ph.D. - https://lnkd.in/guAp2uQ5 Financial Health on WENY TV NEWS: Should You Convert Your Tax-Deferred Retirement Account to a Roth? – Hosted by Jason Nickerson, CFP?, EA - https://lnkd.in/gpsiN7HQ ? ? Podcast How Do I Keep My Money Safe in a Disaster? – The “Well… It Depends!” Podcast, Hosted by Andrew Baron, CFP?, EA - https://lnkd.in/eUra8ehN
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The newly formed Department of Government Efficiency, better known as DOGE, has been a hot topic in recent news. What is DOGE? Are they going to be distributing dividends to taxpayers? Where is that money coming from? In this week's edition of JGUA Quick Hits, Senior Financial Planner Mark Bloxsom, Ph.D. details what you need to know about DOGE, the actions the department is taking, the probability of a DOGE dividend and what it all means for you!
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How do I keep my money safe in a disaster? Well… it Depends! There are various perceptions of what a disaster could be, whether it be a natural disaster, cyberattack, or even a personal emergency like a job loss or medical crisis. Whatever the situation may be, protecting your assets means balancing liquidity, security and accessibility. On this week’s podcast, host Andrew Baron, CFP?, EA breaks down a few key asset categories and then looks at what happens to them during a crisis. Watch Here: https://lnkd.in/gS8t6ram Listen Here: https://lnkd.in/gbckJn5f
How Do I Keep My Money Safe in a Disaster?
https://www.youtube.com/
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Join us tomorrow, Thursday, February 27th at 11 a.m. for the "Your Legacy, Your Plan: Estate & Legacy Planning Explained" webinar, hosted in partnership with Alfred State College - SUNY College of Technology! Led by Advisor and Charlotte Branch Manager Jakob Brost, CFP?, MS, along with Associate Advisor Nate VanBrunt, MBA. The pairing is slated to lead a comprehensive discussion on Estate & Legacy Planning, where you’ll gain valuable insights into securing your future, protecting your assets and building a lasting legacy for your loved ones. Reserve your spot now and get access to the webinar link and presentation materials! Register Here: https://lnkd.in/e4eEyEcw We can’t wait to see you there!
Reserve your spot today for the upcoming “Your Legacy, Your Plan: Estate & Legacy Planning Explained” webinar that will be hosted in partnership with Alfred State College - SUNY College of Technology! This session is slated to take place on Thursday, February 27th at 11 a.m. and will be led by Advisor and Charlotte Branch Manager Jakob Brost, CFP?, MS and Associate Advisor Nate VanBrunt, MBA. The pairing will have a comprehensive discussion on Estate & Legacy Planning, where you’ll gain valuable insights into protecting your assets, securing your future, and building a lasting legacy for your loved ones. Register below to receive your webinar access link and digital copies of corresponding presentation materials. We hope to see you there! Reserve Your Spot Here: https://lnkd.in/e4eEyEcw
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Should I convert my tax deferred account into a Roth? That's up for discussion in this week's episode of "Financial Health" hosted by Jason Nickerson, CFP?, EA and Renata Stiehl on WENY-TV News! Watch the full episode using the link below as Jason details key considerations regarding this transition, including tax diversification, life stage, retirement planning and more. Watch Here - https://lnkd.in/gpsiN7HQ *The Financial Health Segment is Sponsored Content*
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The excitement of receiving a tax refund often masks the truth that it's essentially an interest-free loan to the government, as you’ve overpaid your taxes throughout the year. A strategy to avoid this is to adjust your withholdings to keep more of your money in your pocket throughout the year, and aiming for a break-even tax outcome. Read Full Blog Here: https://lnkd.in/ewvMMyMh
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It is time to hit the books, and get Up to Speed! In this week’s episode, Senior Financial Planner, Mark Bloxsom, Ph.D. dives into questions that are shaping today’s market: the housing market, inflation tariffs and growth. Watch Full Episode Here: https://lnkd.in/guAp2uQ5
The Market’s Big Questions: The Housing Market, Inflation, Tariffs & Growth
https://www.youtube.com/
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Stay updated with our latest insights and upcoming events in this week's JGUA Week in Review! Explore our latest blog, video, and a list of upcoming events and presentations below: Upcoming Events Your Plan, Your Legacy: Estate & Legacy Planning Webinar With Alfred State College - SUNY College of Technology – Hosted by Nate VanBrunt, MBA and Jakob Brost, CFP?, MS on Thursday, February 27th at 11 a.m. - https://lnkd.in/e4eEyEcw Life in Focus: Understanding Investment & Market Drivers – Hosted by Mark Abdalla, CFA and Mark Bloxsom, Ph.D. at the Clemens Center on Wednesday, April 16th at 1 p.m. - https://lnkd.in/gV7AKgUv JGUA Q-1 Investment & Market Update Webinar – Hosted by brett winnfeld on Tuesday, April 29th at 10 a.m. - https://lnkd.in/ggyJjFEK Cyber Shield: Essential Steps to Protect Yourself in the Digital Age – Hosted by JGUA Headquarters by Nate VanBrunt, MBA and Taylor Willis of Micro Solutions - Corning on Thursday, May 15th at 5:30 p.m. - https://lnkd.in/eRTk9P7v Blog The Essential Guide to Insurance – Written by Andrew Dolan - https://lnkd.in/epPFEhYt ? Video Up To Speed: Trade Tensions & Rising Prices – What it Means For You – Hosted by Mark Bloxsom, Ph.D. - https://lnkd.in/gXeraRD7 Financial Health on WENY-TV News: Diversification is Not Just For Investments – Hosted by Jason Nickerson, CFP?, EA - https://lnkd.in/grWpZrbd Frankly Speaking on Big Fox WYDC: Jason Nickerson, CFP?, EA, President and COO of John G. Ullman & Associates Joins The Program - https://lnkd.in/eMcy3745
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Micro Solutions - Corning and John G. Ullman & Associates are thrilled to announce a collaboration on a two-part cybersecurity presentation series. This partnership brings together knowledge in digital security and financial planning to help you protect both your personal and financial information in today’s evolving cyber landscape. Led by Nate VanBrunt, MBA, Associate Advisor, and Taylor Willis, Senior Account Manager at Micro Solutions, these sessions will provide essential insights into safeguarding your digital and financial future. Session 1: Everyday Cybersecurity Essentials – Thursday, May 15th - Learn how to recognize phishing attempts, safeguard personal data, secure online accounts, create strong passwords, and avoid common online scams. Session 2: The Intersection of Financial Planning & Cybersecurity – Thursday, October 23rd - Explore how cybersecurity plays a crucial role in financial planning, ensuring your assets and sensitive financial information remain protected. Register Here - https://lnkd.in/gFNBBngP
Micro Solutions and John G. Ullman & Associates Join Forces for Cybersecurity Presentation Series - John G. Ullman & Associates
https://jgua.com