Rhinebeck, New York….John G. Ullman & Associates, Inc., announced today that it will host two special events to mark its 20th Anniversary. On May 6th from 3-6pm, there will be a cocktail party at The Rhinecliff, with presentation and remarks at 4pm, and on May 7th from 8:30-9:30 am, a ribbon-cutting ceremony and grand opening celebration will take place at 20 East Market Street in the historic business district of Rhinebeck, New York.

Says Barbara Markell, Senior advisor at the firm, “I have been part of John G. Ullman and Associates since we first opened our doors in Rhinebeck twenty years ago. While our company has grown and expanded, we’ve always remained devoted to our small-town values. These events celebrate our longtime role in the Rhinebeck business community, but also signify our excitement about what lies ahead for our firm.”

Lizzy Bitterman, Associate Advisor at the firm, added, “In communities like Rhinebeck (and Corning, where our headquarters is located), there’s no question that when a business has been around for 20 years and is continuing to grow, it’s cause for celebration! We’re all so looking forward to sharing our excitement about this milestone with clients and our broader community, and feel very grateful for the ongoing support we get from the good people around us.”

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.

The upcoming events are free of charge and open to the public. For more information and to RSVP, call 845.876.4499 or visit

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 Follow us on, LinkedIn, Twitter, Facebook and the JGUA Blog.