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Barbara B. Markell, CFP®

John G. Ullman & Associates, Inc

30 E Market St
Ste 1
Rhinebeck, NY 12572
Phone: (845) 876-4499
Fax: (845) 876-3375

Toll-free: (866) 819-5046

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Banking
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Getting Divorced
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes

 

How Planner Charges

Considerations: Client assets are held with an independent custodian broker

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.