uFinancial Group

  • Financial Services
  • Mechanicsburg PA
  • 164 employees
  • Financial Services
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Company Overview

Headquarters
100 Sterling Pkwy Suite 307, Mechanicsburg PA
Website
ufinancialgroup.com
Phone
(717) 791-3300
Employees
164
Founded in
1890
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$53B

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Who is uFinancial Group

uFinancial Group is a financial services firm based in Mechanicsburg, Pennsylvania. With a workforce of 164 employees, the company has generated $52.9 million in revenue. Established over 130 years ago, uFinancial Group has a long history of serving the financial needs of individuals, families, and businesses in the Central Pennsylvania region. The firm provides customized financial plans and services designed to help clients achieve their financial goals. uFinancial Group emphasizes integrity, education, and compassion in its approach, partnering with over 150 financial professionals and 200+ staff members to offer comprehensive financial solutions. uFinancial Group believes in empowering clients by providing them with the knowledge and resources they need to make informed financial decisions. They also maintain offices throughout Central Pennsylvania, Maryland, Florida, Texas, and New Jersey, expanding their reach and accessibility to a wider client base. Securities and investment advisory services are offered through MML Investors Services, LLC. For inquiries, you can reach uFinancial Group at their supervisory address: 100 Sterling Pkwy, Suite 307, Mechanicsburg, PA 17050. Their telephone number is 717-791-3300.

Company Leadership

Christopher Cocores

President and CEO

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Jeff Emrich

Managing Partner

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Liam Campbell

Partner

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Deborah Pajak

Senior Partner

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uFinancial Group Industry Tags

Insurance
Retirement
Investments
Financial Services
Financial Advisory Services
Investment Banking Asset Management
Finance
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uFinancial Group Tech Stack

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FAQ

What is the location of uFinancial Group's headquarters?
The headquarters of uFinancial Group are situated at 100 Sterling Pkwy Suite 307, Mechanicsburg PA
What is uFinancial Group's phone number?
uFinancial Group's contact number is (717) 791-3300.
What is uFinancial Group's official website?
The official website of uFinancial Group can be found at ufinancialgroup.com.
What is uFinancial Group's current revenue?
As of February 2015, uFinancial Group's annual revenue reached $53B.
How many employees does uFinancial Group currently have?
uFinancial Group employs approximately 164+ people as of February 2015
Which industries is uFinancial Group primarily operating in?
uFinancial Group operates in the following industries: Finance, Credit
Who is the President and CEO of uFinancial Group?
uFinancial Group's President and CEO is Christopher Cocores
What are uFinancial Group's industry tags?
uFinancial Group's industry tags include: Insurance, Retirement, Investments
When was uFinancial Group founded?
uFinancial Group was founded in 1890.

Employee Directory

Key Employees

Niki Williams

Managing Partner

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Alyssa Windholz

Program Manager, uFinancial Group

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Amanda Thompson

Account Manager

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Katherine Lewis

Agency Principal

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Diane Fleishman

Director of Campus Relations

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David Nau

Agency Supervisory Officer

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Scott Clark

IT Manager

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Amanda McKeever

Agency Marketing Director

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