John G. Ullman and Associates, Inc. - Corning, NY
Posted by: Groundspeak Premium Member ripraff
N 42° 08.584 W 077° 03.118
18T E 330438 N 4667698
"In 1978, we set out to build a new kind of wealth management firm, which would provide unprecedented service and support to meet all of a family's financial needs. "
Waymark Code: WMR2V1
Location: New York, United States
Date Posted: 05/04/2016
Published By:Groundspeak Premium Member lumbricus
Views: 3

"Almost four decades later our business model continues with our dedicated team of financial planners, tax professionals, investment researchers, legal professionals and support staff; enabling us to meet the unique needs of each of our clients.

Our offices are based in the Finger Lakes Region of upstate New York and in the Hudson Valley, but we are privileged to work with clients locally, nationally, and even around the world. We work with individuals as well as entire families, often spanning multiple generations.Many of the services we offer include: portfolio management, estate planning, tax planning and preparation, education planning, and special projects based on the unique circumstances for each of our clients."
Web Address: [Web Link]

Physical Address:
51 E Market St
Corning, NY USA
14830


Waymark Rating: Not listed

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