Maryalice Condon

executive assistant to the president and project manager at John G. Ullman & Associates, Inc. - Horseheads, NY, US

Maryalice Condon's Colleagues at John G. Ullman & Associates, Inc.
Lily Quattrini

Trading Department, Asst. Manager

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Donna Kelly

information services specialist

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Thomas LaMonica

Manager Group Business Development

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Dave Prete

Relationship Developer

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Maryalice Condon's Contact Details
HQ
607-936-3785
Location
Company
John G. Ullman & Associates, Inc.
Maryalice Condon's Company Details
John G. Ullman & Associates, Inc. logo, John G. Ullman & Associates, Inc. contact details

John G. Ullman & Associates, Inc.

Horseheads, NY, US • 100 - 249 Employees
Financial Services

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.

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 Executive Compensation Review Financial Services Financial Advisory Services Investment Banking Asset Management Finance
Details about John G. Ullman & Associates, Inc.
Frequently Asked Questions about Maryalice Condon
Maryalice Condon currently works for John G. Ullman & Associates, Inc.
Maryalice Condon's role at John G. Ullman & Associates, Inc is executive assistant to the president and project manager.
Maryalice Condon's email address is ***@jgua.com. To view Maryalice Condon's full email address, please signup to ConnectPlex.
Maryalice Condon works in the Financial Services industry.
Maryalice Condon's colleagues at John G. Ullman & Associates, Inc. are Lily Quattrini, Donna Kelly, Thomas LaMonica, Casey Bennett, William Armstrong, Dave Prete, Andrew Baron and others.
Maryalice Condon's phone number is ["+16072776240"]
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