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

Finance

uFinancial Group

uFinancial Group's headquarters in Exton, PA, United States

Christopher Cocores

Stephanie Jacobs

Nikki Cassidy

Katherine Lewis

The Financial Services Team at uFinancial Group helps clients navigate their financial futures by offering personalized investment advice, comprehensive financial planning, and customer support. Team members specialize in creating tailored financial strategies to meet diverse needs, ensuring long-term growth and stability for individuals, families, and businesses.

Financial Services Team

The Client Services and Administrative Team at uFinancial Group is dedicated to supporting both clients and internal operations. This team handles client inquiries, manages client accounts, coordinates new business applications, and provides executive assistance, ensuring seamless administration and exceptional service to foster client relationships and business growth.

Client Services and Administrative Team

The Insurance and Sales Team at uFinancial Group focuses on offering a range of insurance products and financial services to clients, including individuals, families, and businesses. The team members, such as Producers, Independent Insurance Agents, Senior Sales Associates, Corporate Benefits Directors, and Registered Representatives, work collaboratively to assess client needs, provide personalized insurance solutions, and ensure comprehensive benefits packages to help clients secure their financial future.

Insurance and Sales Team

The Leadership Team at uFinancial Group, comprising the President and CEO, the Agency Principal, and the Managing Partner, is responsible for setting strategic direction, driving organizational growth, and ensuring operational excellence. They oversee key initiatives to enhance client satisfaction and maintain the company's commitment to financial security and growth for individuals, families, and businesses.

uFinancial Group

Org chart

Teams

Financial Services Team

Client Services and Administrative Team

Insurance and Sales Team

Leadership Team

Offices

uFinancial Group

Org chart

Teams

Financial Services Team

Client Services and Administrative Team

Insurance and Sales Team

Leadership Team

Offices

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