Pricing

uFinancial Group

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uFinancial has been helping individuals, families and businesses to grow their tomorrow through financial products and services for 35 years.

Industries

Finance

Headquarters

Exton, United States

Employees

201-500

Links

Org chart

Christopher Cocores

President and CEO

Collapse

Megan Charron

Corporate Benefits Director

Partner

Agency Principal

Senior Partner

Managing Partner

Director Of Operations

David Nau

Agency Supervisory Officer

Kyle Smith

Agency Supervisory Officer

Steffon Garrick

ATS

Wendy Buell

Client Services Manager And Executive Assistant To Seth Scott

Emily Reading

Financial Planner

Teams

+16

Financial Services Team

20 people · 0 jobs

Client Services and Administrative Team

5 people · 0 jobs

Insurance and Sales Team

4 people · 0 jobs

Leadership Team

3 people · 0 jobs

Offices

HQ
12 people · 0 jobs
SH
+8

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