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

The Lancaster office focuses on providing financial services and investment solutions to clients in the local community.

Lancaster

The State College office focuses on practice development and fostering professional relationships within the community.

State College

Christopher Cocores

Emily Hannigan

Nikki Cassidy

Katherine Lewis

Stephanie Jacobs

This department provides comprehensive financial planning and advisory services to assist clients in managing their financial goals and investments.

Financial Services

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

This department focuses on establishing and nurturing strategic partnerships to drive business growth.

Partnership Management

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

This department manages client investments and provides advisory services related to financial and annuity products.

Investment Services

This department focuses on managing relationships with advisors, facilitating communication and collaboration to enhance service delivery.

uFinancial Group

Org chart

Teams

Financial Services

Financial Services Team

Partnership Management

Client Services and Administrative Team

Investment Services

Advisor Relations

Offices

uFinancial Group

Org chart

Teams

Financial Services

Financial Services Team

Partnership Management

Client Services and Administrative Team

Investment Services

Advisor Relations

Offices

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