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January 2023 by Benny Sterental
I started working with Jon in 2006, when he helped put together my financial plan first and eventually began managing my portfolio. He is very professional, thorough in his analysis and recommendations. We both took time to understand each other and it continues to be a wonderful partnership, setting the right expectations and meeting and/or exceeding them.
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October 2022 by Edward Schatz
Jon has been managing our investments for 15 years and has always met our goals for returns. His recommendations for our portfolio are always thoroughly researched and he insures that we understand the details of our accounts. Jon is personable, easy to work with and has impeccable credentials. We're very satisfied with the services that he provides and never have any worries, as he always puts the best interests of his clients first......
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October 2022 by Nancy Schatz
Jon has been our financial advisor for 15 years. We have enjoyed the experience due to his professional, comprehensive and friendly approach. His caring and concerned attention keeps us informed and educated. We are very satisfied with our results.
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October 2022 by Leon Daniels
Jon has been my financial advisor for over 10 years. He is knowledgeable, professional, and has always been available if I had a question or needed to discuss a change in my situation. I value his guidance and recommendations and I am pleased with the results he has achieved.
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October 2022 by Bobby Borden
Jon Ulin of Ulin & Co. Wealth Management is extremely knowledgeable and has worked with us over 15 years. With quarterly reports and personal meetings, he keeps us up to date on our portfolio. And he is easily accessible if we want to speak with him. We continue to be extremely satisfied clients.
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October 2022 by Tim Belanger
Jon has been my advisor for over 17 years. He provides excellent service and stays in communication with you.
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October 2022 by David Taylor
I have been a client with Jon for several years and I have found him to be professional, methodical and consistent in his approach to managing my retirement portfolio.
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October 2022 by Lee Freud
Professional, organized, and excellent service. JON ULIN keeps or retirement and investing on track, and is a pleasure to work with.
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October 2022 by Dave V
Certified Financial Planner, fee-based wealth management, retirement advice, very responsive and professional to work with over many years with our family. Highly recommended!
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January 2022 by David Viola
Certified Financial Planner, fee-based wealth management, retirement advice, very responsive and professional to work with over many years with our family. Highly recommended!
