uFinancial Group
Financial Services
United States
157 employees
- Employees
- 157
- Contacts
- 4
- Emails
- 4
- Phones
- 3
uFinancial Group Overview
- Headquarters
- United States
- Website
- ufinancialgroup.com
- Industry
- Financial Services
- Employees
- 157
- Founded
- 1890
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About uFinancial Group
Our firm has served the Central PA region for over 130 years, helping individuals, families, and businesses grow their tomorrow through customized financial plans and services. Our name, uFinancial Group, embodies the client-focused approach of our financial professionals and staff. Our emphasis on integrity, education, and compassion guide us as we help you realize a successful financial future. Headquartered in Mechanicsburg, PA, and with offices throughout Central PA, Maryland, Florida, Texas, and NJ, uFinancial partners with over 150 financial professionals and 200+ staff people with expertise to help position you for financial success. Securities and Investment advisory services are offered through MML Investors Services, LLC. Member SIPC (www.SIPC.org) Supervisory Address: 100 Sterling Pkwy, Suite 307, Mechanicsburg, PA 17050. 717-791-3300. CRN202601-3795412
uFinancial Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
uFinancial Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Clay Bailey | Independent Agent at Ufinancial Freedom | Atlanta Metropolitan Area, United States |
Email
Phone
|
| Michael J. Lynch, Jr. | Financial Planner at Ufinancial Group | Exton, Pennsylvania, United States |
Email
Phone
|
| Dominic Marinucci, Ricp®, Wmcp® | Financial Adviser - Wealth Management | Exton, Pennsylvania, United States |
Email
|
| Dan Batty Cfp®, Chfc®, Cfbs, Cfs®, Cltc, Cpfa®, Qpfc | Exton, Pennsylvania, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
17 profiles
Director
6 profiles
Associate / junior
4 profiles
Manager
3 profiles
Executive
1 profile
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 5 | 5 | 2 |
| Finance | 3 | 3 | 1 |
| General | 2 | 2 | 2 |
| Sales | 1 | 1 | 0 |
uFinancial Group Tech Stack
Cloud / infrastructure
2 profiles
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