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uFinancial Group

No matter what your life circumstances, the uFinancial team can help guide you toward achieving your financial goals. At uFinancial we’re all about helping you prepare for tomorrow. Our devoted focus on you sets us apart as we help individuals to achieve their personal and professional goals. We know the process isn’t all about the end result; it’s about the lifetime worth of learning, achievement, security and the sense of accomplishment that the journey itself provides.

uFinancial Group, helping u for tomorrow.

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Who We Are

Serving the Central Pennsylvania region for over 120 years, we help over 52,000 individuals, families and businesses1 each year to grow their “tomorrow” through financial products and services. Our clients are our first priority, and that's why we named our company after the people that matter most to us - “u.”

With offices in State College, Camp Hill, Exton, Williamsport, Hanover and Lancaster, Pennsylvania, uFinancial employs over 100 financial service professionals and 200 staff people.

How We Can Help

We help you realize your dreams by guiding you in creating and executing financial strategies that keep you on the path to success. We work alongside you to implement your personalized uFinancial Journey; a custom, seven-step strategy designed to help you discover and achieve your financial goals. With years of experience in the industry, and a commitment to helping you realize the greatest reward at the end of your journey – a lifetime of achievement – we’re here to help you build your tomorrow.

Our Commitment

To Our Clients
We are committed to integrity, education and compassion. These principles drive us to put your interests first, to mentor and teach individuals from all walks of life about financial responsibility and to help them achieve their long-term financial goals.

uFinancial – The Resource

We're here to be a financial resource for you and the rest of the community. As such, we've designed to be a wealth of information, and we regularly host educational events and seminars, as well as provide articles, videos, calculators and tools to teach financial responsibility. uFinancial is also committed to incorporating education into your customized Journey. We believe clients should understand their financial strategy so that they can play an active role in its implementation.

1 An insured, owner, or payer of a MassMutual policy or contract (as of 12/31/13).

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.


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© 2014 Massachusetts Mutual Life Insurance Company, Springfield, MA 01111-0001. All rights reserved.