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.
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 www.uFinancialGroup.com 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).