Ulin & Co. Wealth Management

"I am a newer client with conservative risk tolerance and am happy to say that my first nine months experience with this firm has been very positive."

"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."

"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......"

"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."

"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."