Insights

Regional Expansion uFinancial Group has a strong presence in Central PA with additional offices in Maryland, Florida, Texas, and New Jersey, indicating opportunities to cross-sell to existing clients as they expand geographically.

Partnership Growth Recent collaboration with Realtor.com suggests an openness to strategic alliances in the real estate sector, opening avenues for joint marketing and referral programs targeted at property owners and investors.

Technology Adoption Utilizing advanced tech tools such as Amazon Web Services, Cloudflare, and Microsoft ASP.NET signifies a modern infrastructure, supporting digital services sales and innovative financial solutions.

Market Position With a revenue estimate between $250 million and $500 million and serving over 150 financial professionals, uFinancial is positioned as a significant player in regional financial services, appealing to enterprise clients seeking robust financial planning resources.

Target Client Segments The company's focus on individuals, families, and businesses, combined with its long-standing regional history, presents opportunities to tailor solutions for high-net-worth clients and small business owners who require personalized financial advisory services.

Similar companies to uFinancial Group

uFinancial Group Tech Stack

uFinancial Group uses 8 technology products and services including WordPress Super Cache, Amazon Web Services, jsDelivr, and more. Explore uFinancial Group's tech stack below.

WordPress Super Cache
Caching
Amazon Web Services
Cloud Hosting
jsDelivr
Content Delivery Network
Google Fonts API
Font Scripts
Slider Revolution
Miscellaneous
Cloudflare Bot Management
Security
Microsoft ASP.NET
Web Frameworks
GoDaddy
Web Hosting

Media & News

uFinancial Group partners with Realtor.com.
Leading national finance firm UFinancial is joining forces with renowned local agents McCarthey Real Estate to bring a game-changing event for property owners and prospective investors alike.
Sep 28, 2023 | timesnewsgroup.com.au

uFinancial Group's Email Address Formats

uFinancial Group uses at least 2 format(s):

uFinancial Group Email Formats	Example	Percentage
FLast@financialguide.com	JDoe@financialguide.com	76%
FirstLast@financialguide.com	JohnDoe@financialguide.com	14%
LastFirst@financialguide.com	DoeJohn@financialguide.com	4%
LFirst@financialguide.com	DJohn@financialguide.com	1%
First@financialguide.com	John@financialguide.com	1%
FirLast@financialguide.com	JohDoe@financialguide.com	1%
FiLast@financialguide.com	JoDoe@financialguide.com	1%
FMLast@financialguide.com	JMDoe@financialguide.com	1%
First.Last@financialguide.com	John.Doe@financialguide.com	1%
First@ufinancialgroup.com	John@ufinancialgroup.com	45%
FirstLast@ufinancialgroup.com	JohnDoe@ufinancialgroup.com	28%
FLast@ufinancialgroup.com	JDoe@ufinancialgroup.com	27%

Frequently Asked Questions

Where is uFinancial Group's headquarters located?

uFinancial Group's main headquarters is located at 100 Sterling Parkway, Suite 307. The company has employees across 5 continents, including North AmericaAfricaAsia.

What is uFinancial Group's phone number?

You can contact uFinancial Group's main corporate office by phone at

+1-814-466-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is uFinancial Group's official website and social media links?

uFinancial Group's official website is ufinancialgroup.com and has social profiles on LinkedIn.

What is uFinancial Group's SIC code NAICS code?

uFinancial Group's SIC code is 6321 - Accident and Health Insurance NAICS code is 52 - Finance and Insurance.

How many employees does uFinancial Group have currently?

As of December 2025, uFinancial Group has approximately 201 employees across 5 continents, including North AmericaAfricaAsia. Key team members include Chief Financial Officer: E. H.Chief Operating Officer: N. C.Chief Operating Officer: M. Y.. Explore uFinancial Group's employee directory with LeadIQ.

What industry does uFinancial Group belong to?

uFinancial Group operates in the Financial Services industry.

What technology does uFinancial Group use?

uFinancial Group's tech stack includes WordPress Super CacheAmazon Web ServicesjsDelivrGoogle Fonts APISlider RevolutionCloudflare Bot ManagementMicrosoft ASP.NETGoDaddy.

What is uFinancial Group's email format?

uFinancial Group's email format typically follows the pattern of FLast@financialguide.com. Find more uFinancial Group email formats with LeadIQ.

When was uFinancial Group founded?

uFinancial Group was founded in 1890.

uFinancial Group

Q: What is uFinancial Group's official website and social media links?

uFinancial Group's official website is ufinancialgroup.com. uFinancial Group has social profiles on LinkedIn.

Q: How many employees does uFinancial Group have currently?

uFinancial Group has approximately 201 employees.

Q: What technology does uFinancial Group use?

uFinancial Group's tech stack includes Webflow, Amazon Web Services, Moment.js, MySQL, Cloudflare.

Financial ServicesPennsylvania, United States201-500 Employees

Our firm has served the Central PA region for over 130 years, helping individuals, families, and businesses grow their tomorrow through customized financial plans and services. Our name, uFinancial Group, embodies the client-focused approach of our financial professionals and staff. Our emphasis on integrity, education, and compassion guide us as we help you realize a successful financial future. Headquartered in Mechanicsburg, PA, and with offices throughout Central PA, Maryland, Florida, Texas, and NJ, uFinancial partners with over 150 financial professionals and 200+ staff people with expertise to help position you for financial success. 

Securities and Investment advisory services are offered through MML Investors Services, LLC. Member SIPC (www.SIPC.org) Supervisory Address: 100 Sterling Pkwy, Suite 307, Mechanicsburg, PA 17050. 717-791-3300. CRN202601-3795412