John G. Ullman & Associates
5955 Carnegie Blvd, Suite 100
Charlotte, NC 28209
(800) 936-3785
In 1978, John G. Ullman embarked on a mission to establish a new kind of wealth management firm dedicated to unparalleled service and comprehensive support for families’ financial aspirations.
Rooted in unwavering ethics and values from its inception, our firm has evolved over nearly five decades.
Today, our cohesive team of financial planners, tax professionals, investment researchers, legal professionals, and support staff collaborate seamlessly to cater to each client’s distinct needs.
While our headquarters resides in the Finger Lakes Region of Upstate New York, with branch offices in the Hudson Valley and Charlotte, North Carolina, we extend our services nationally to individuals and families across generations.
Nearby
- Rhino Market & Deli4300 Congress St (616 feet SE)
- Laurel Park4201 Congress St (766 feet SE)
- Legion Brewing5610 Carnegie Blvd (864 feet S)
- The Loft at Duckworth's4625 Piedmont Row Dr (0.2 miles S)
- Woodhouse Spa SouthPark4625 Piedmont Row Dr (0.2 miles S)
- Toska Spa4401 Barclay Downs Dr (0.3 miles SE)
- 3D Innovation4400 Sharon Rd (0.4 miles SE)
- 7 For All Mankind4400 Sharon Rd (0.4 miles SE)
- Renaissance Charlotte SouthPark5501 Carnegie Blvd (0.3 miles SE)
- DoubleTree by Hilton SouthPark6300 Carnegie Blvd (0.3 miles E)
- Charlotte Marriott SouthPark2200 Rexford Rd. (0.4 miles E)
- AC Marriott SouthPark1824 Roxborough Rd. (0.5 miles E)