VERG

John G Ullman and Associates, Inc

Mike Felix, Senior Business Development
gelixm@jgua.com

845.656.7260
202 Waters Edge Dr.
North Hero, VT 05474

http://www.jgua.com 

Since 1978, JGUA has provided clients with a comprehensive, holistic approach to manage their financial lives. Through personal, long term relationships, JGUA has helped individuals, families, business owners, foundations and trusts. Core values designed to minimize conflicts in client relationships and our fee model focuses your advisor on you and your best interests.

Our average client is between 60 and 82. We work with Seniors on: Medicare review,supplemental insurance analysis, Social Security analysis, pension/401k/IRA options, providing for others upon your death, preparing the recipients of your estate, research on continuing care communities, transitioning your business, tax strategies, income needs today and tomorrow, multistate real estate, tax strategies,safeguarding assets, charitable gifting, planning for family members with special needs, educational outreach presentations, insurance needs when traveling outside of the USA, etc.