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Investment Management for Individuals and Institutions Since 1988

John G. Ullman & Associates is a registered investment advisor that provides comprehensive wealth management and financial planning services.

A Neumann & Associates is a professional M&A advisory firm specializing in valuations, exit planning, secure transactions, & business growth.

LIFE INSURANCEMore than a policy. An act of love.

Over 175 years of helping families put love into action.

serving individuals and families, as well as providing guidance for retirement plans and institutions that include endowments, foundations, and nonprofits.

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