Draft:John G. Ullman & Associates, Inc.

Submission declined on 14 December 2024 by KylieTastic (talk).

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Declined by KylieTastic 7 days ago. Last edited by Ullmanb 6 days ago. Reviewer: Inform author.

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John G. Ullman & Associates, Inc. (JGUA) is a wealth management company based in Corning, New York. JGUA operates offices in Corning, Horseheads, New York, Rhinebeck (town), New York, Rochester, New York and Charlotte, North Carolina.^[1]

History

JGUA was co-founded in 1978 by John G. and Barbara Ullman as an independent wealth management advisory company, offering financial planning, investment, tax preparation, retirement, charitable giving, and estate planning services. ^[2]

The first office opened in Corning and expanded to five buildings on Market Street. ^[3] JGUA later added branch offices in Rochester, Rhinebeck, and most recently Charlotte in 2023. ^[4]

In 2018, JGUA announced plans to move its corporate headquarters to a larger facility in Horseheads at the Airport Corporate Park adjacent to the Elmira Corning Regional Airport. The new facility added more than 30,000 square feet of office space to accommodate all Corning area employees in one building. ^[5]

Media

In 2023, JGUA and WENY-TV announced a "Financial Health" series that would air weekly during the the WENY News at 5:30 broadcast. Financial Health includes discussions with JGUA President and Chief Operating Officer Jason Nickerson and other JGUA employees. ^[6]

References

[1] ttps://jgua.com/about-us/

[2] ttps://jgua.com/services/

[3] ttps://www.the-leader.com/story/news/local/2018/05/02/re-discover-corning-john-g/12334321007/

[4] ttps://www.mytwintiers.com/news-cat/local-news/john-g-ullman-associates-inc-celebrates-45th-anniversary-with-special-announcement/

[5] ttps://www.stargazette.com/story/news/local/2018/10/24/corning-financial-advisory-firm-open-new-headquarters-big-flats/1751866002/

[6] ttps://jgua.com/news/financial-health-series-weny/

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