Rhinebeck, New York….John G. Ullman & Associates, Inc., announced today that it has opened its doors at 20 East Market Street in the historic business district of Rhinebeck, New York.
Lizzy Bitterman, Associate Advisor at the firm, explained, “this marks an important juncture for our firm; we have moved to a first-floor location, expanded our team to include new local professionals, and have increased our philanthropic efforts while expanding our client base. It’s deeply rewarding to be part of a business district that is so vibrant, and to continue to make contributions to the overall economic vitality of our community.”
Barbara Markell, Senior advisor at the firm, added, “since the very beginning, our firm has placed so much emphasis on being small enough to be personal, but large enough to offer a wide range of services and skill sets. Working in such a successful yet small business district has given us the opportunity to deliver on our vision.”
There will be a grand opening celebration later this spring. Details of that event will be announced soon.
John G. Ullman & Associates, Inc. offers comprehensive financial services to clients locally, regionally, and nationally. The firm was first established in 1978 in Corning, NY. In addition to the Rhinebeck Branch Office, JGUA also has an affiliate in Rochester, NY, and plans in place for continued growth.
About John G. Ullman & Associates
John G. Ullman & Associates, Inc., was founded in Corning, NY in 1978. The firm is a Registered Investment Advisor (RIA) registered federally with the Securities & Exchange Commission. As an independent, fee-based investment management firm JGUA provides comprehensive wealth management strategies and services to their clients. The firm manages nearly $900 million in client assets. More information is available at www.jgua.com. Follow us on, LinkedIn, Twitter, Facebook and the JGUA Blog.