uFinancial Group

About

Our clients are our first priority and that's why we named our company after the people that matter most to us - “u.”

Story

I provide total financial needs analysis through a network of experienced professionals with expertise in:

• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services


I am licensed to sell insurance in NC & PA, and securities in PA. I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 5001 Louise Dr, St 300, Mechanicsburg, PA 17055. 717-791-3300.