William Armstrong

senior securities analyst at John G. Ullman & Associates, Inc. - Horseheads, NY, US

William Armstrong's Contact Details
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607-936-3785
Location
Company
John G. Ullman & Associates, Inc.
William Armstrong'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
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Frequently Asked Questions about William Armstrong
William Armstrong currently works for John G. Ullman & Associates, Inc.
William Armstrong's role at John G. Ullman & Associates, Inc is senior securities analyst.
William Armstrong's email address is ***@jgua.com. To view William Armstrong's full email address, please signup to ConnectPlex.
William Armstrong works in the Financial Services industry.
William Armstrong's colleagues at John G. Ullman & Associates, Inc. are Dave Prete, Andrew Baron, Meghan Collins, Lynda Lander, Mason Jones, Dawn Comfort, Scott Townsend and others.
William Armstrong's phone number is ["+16173575177","+15184313555"]
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