Vic Dupuis, Chfc, Cfp Email & Phone Number

As a Managing Partner at The UFinancial Group since 1982, I provide guidance to my clients to help them reach their financial goals. I can offer comprehensive financial strategies and/or focus on one specific area of need.The UFinancial Group provides total financial needs analysis through a network of experienced professionals with expertise in: - Advisory Services; - Retirement Analysis and Programs; - Estate Strategies; - Employee Benefit and Retention Services; - Business Continuation Strategies, and; - Trust ServicesI am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC. Member FINRA, SIPC (www.sipc.org). Supervisory Address: 5001 Louise Drive, Mechanicsburg, PA 17055 Phone: 717-791-3300 I am licensed to sell securities in PA, NJ, DE, MD, NY, VA, AZ, MA, CA, FL, MI, MN, MO, NC, OH, SC, WV, TX, WA, GA, TN, VT, WI, & KY. I am licensed to sell insurance in: PA, NJ, DE, MD, DC, VA, CO, FL, MA, MI, MO, NC, OH, WA, & WV. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business. Specialties: Retirement Planning, Asset Management Strategies and Investment Planning, Life and Disability Income Insurance, Long Term Care Insurance, Business Succession and Compensation Planning, Estate Planning

Listed skills include Fee Based Financial Planning Services, Insurance And Investment Products, Investment Advisory Services, Retirement Planning, and 18 others.

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  Penn State University

  Political Science (Finance Minor)