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Sarah Collier is a Registered Investment Advisor representative working with John G. Ullman & Associates, Inc. Sarah has been in the industry since 2017. Sarah's experience includes roles at Harris-Pero Legal Counsel, PLLC, NYS Department of Agriculture, The Wright Firm, Law Office of Stephen Buckley, Law Office of Lynne Papazian, NYS Office of the Attorney General, Olive Garden, and Albany Law School. Sarah has passed the Uniform Investment Adviser Law Examination. The advisor specializes in financial planning and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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NY
01/13/2025 - Present
John G. Ullman & Associates, Inc. (HORSEHEADS NY)
Active
Inactive
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