What departments does uFinancial Group have?

uFinancial Group has employees across 3 departments including Finance, Information Technology, Administrative.

What is the largest department at uFinancial Group?

The largest department at uFinancial Group is Administrative with 5 employees.

Where are uFinancial Group employees located globally?

uFinancial Group has employees across 5 continents and 5 countries including South Africa, Indonesia, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Australia.

How has uFinancial Group's team size changed over time?

uFinancial Group's team has decreased from approximately 169 to 155 employees based on available data.

uFinancial Group Employee Directory

Financial ServicesPennsylvania, United States51-200 Employees

uFinancial Group operates in the financial services industry and is headquartered in Mechanicsburg, Pennsylvania. The firm has served the Central Pennsylvania region for more than 130 years, providing customized financial planning and related services to individuals, families, and businesses. It maintains offices across Central PA as well as Maryland, Florida, Texas, and New Jersey, and employs between 51 and 200 people, with over 150 financial professionals and more than 200 staff. Securities and investment advisory services are offered through MML Investors Services, LLC, a member of SIPC, supervised at 100 Sterling Pkwy, Suite 307, Mechanicsburg, PA 17050. Reported revenue is in the range of $100 million to $250 million.

uFinancial Group Global Highlights

North America
189

United States Of America
189

Oceania
2

Australia
2

Africa
1

South Africa
1

Asia
1

Indonesia
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

uFinancial Group's Leadership

A. B. G.
Financial Planner, Owner - Summit Pointe Advisors Team
Mobile Phone
Email
T. S.
North Region Manager
Mobile Phone
Email
N. M.
Lead Generator
Mobile Phone
Email
J. T.
Freedom Specialist
Mobile Phone
Email
A. S.
Agency Technology Specialist
Mobile Phone
Email
T. K.
Administrative Assistant
Mobile Phone
Email
M. S.
Administrative Assistant
Mobile Phone
Email
C. F.
Administrative Assistant
Mobile Phone
Email

uFinancial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Business
Finance
Recruiting
Other
Legal

Contact profiles from uFinancial Group

Name

Title

Contact Info

Location

Last Update

A. B. G.
Financial Planner, Owner - Summit Pointe Advisors Team
Mobile Phone
Email
Oct 17, 2024
T. S.
North Region Manager
Mobile Phone
Email
Oct 21, 2024
N. M.
Lead Generator
Mobile Phone
Email
South AfricaGauteng
Oct 25, 2025
J. T.
Freedom Specialist
Mobile Phone
Email
Apr 16, 2026
A. S.
Agency Technology Specialist
Mobile Phone
Email
Jun 27, 2026
T. K.
Administrative Assistant
Mobile Phone
Email
Jun 01, 2026
M. S.
Administrative Assistant
Mobile Phone
Email
Jul 08, 2026
C. F.
Administrative Assistant
Mobile Phone
Email
Jul 06, 2026
C. P.
Administrative Assistant
Mobile Phone
Email
Oct 17, 2024
C. L.
Administrative Assistant
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is uFinancial Group known for?

uFinancial Group was founded in 1890 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-814-466-****

. Explore uFinancial Group's company overview page for more information.

What is uFinancial Group's most common email format?

uFinancial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more uFinancial Group email formats with LeadIQ.

How many employees does uFinancial Group have currently?

uFinancial Group has approximately 135 employees as of July 2026. These team members are located across 5 continents, including North AmericaOceaniaAfrica.

Who are uFinancial Group's key employees and leadership?

As of July 2026, uFinancial Group's key employees include:

Financial Planner, Owner - Summit Pointe Advisors Team: A. B. G.
North Region Manager: T. S.
Lead Generator: N. M.
Freedom Specialist: J. T.
Agency Technology Specialist: A. S.

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uFinancial Group Employee Directory

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