uFinancial Group Employee Directory

Q: What is uFinancial Group known for?

uFinancial Group was founded in 1890. uFinancial Group operates in the Financial Services industry.

Q: How many employees does uFinancial Group have currently?

uFinancial Group has approximately 201 employees.

Q: Who are uFinancial Group's key employees and leadership?

uFinancial Group's key employees include: President And Ceo: C. C., Chief Financial Officer: E. H., Chief Operating Officer: N. C., Chief Operating Officer: M. Y., President And CEO: M. D..

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

Find uFinancial Group employees' phone numbers or email addresses

uFinancial Group Global Highlights

North America
189

United States Of America
189

Africa
1

South Africa
1

Asia
1

Indonesia
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

Australia
1

uFinancial Group's Leadership

E. H.
Chief Financial Officer
Mobile Phone
Email
N. C.
Chief Operating Officer
Mobile Phone
Email
M. Y.
Chief Operating Officer
Mobile Phone
Email
C. C.
President And Ceo
Mobile Phone
Email
M. D.
President And CEO
Mobile Phone
Email
B. G.
Financial Planner, Owner - Summit Pointe Advisors Team
Mobile Phone
Email
D. P.
Financial Planner & Partner
Mobile Phone
Email
L. C.
Partner
Mobile Phone
Email

Contact profiles from uFinancial Group

Name

Title

Contact Info

Location

Last Update

K. B.
Director Of Operations
Mobile Phone
Email
United StatesPennsylvania
Jan 03, 2025
M. Y.
Director Of Recruiting
Mobile Phone
Email
United StatesPennsylvania
Jul 17, 2025
A. W.
Program Manager, Ufinancial Group
Mobile Phone
Email
United StatesPennsylvania
Oct 19, 2025
S. C.
It Manager
Mobile Phone
Email
United States
Nov 15, 2025
W. B.
Client Services Manager And Executive Assistant To Seth Scott
Mobile Phone
Email
United StatesPennsylvania
Aug 09, 2025
T. S.
North Region Manager
Mobile Phone
Email
Oct 21, 2024
D. C.
Client Relations Manager
Mobile Phone
Email
United States
Nov 19, 2025
C. M.
New Business Manager
Mobile Phone
Email
United StatesPennsylvania
Oct 21, 2025
N. M.
Lead Generator
Mobile Phone
Email
South AfricaGauteng
Oct 25, 2025
K. L.
Agency Principal
Mobile Phone
Email
United StatesMaryland
Sep 12, 2025

Frequently Asked Questions

What is uFinancial Group known for?

uFinancial Group was founded in 1890 operates in the Financial Services industry. The company's main headquarters is located in 100 Sterling Parkway, Suite 307; 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 201 employees as of December 2025. These team members are located across 5 continents, including North AmericaAfricaAsia.

Who are uFinancial Group's key employees and leadership?

As of December 2025, uFinancial Group's key employees include:

Chief Financial Officer: E. H.
Chief Operating Officer: N. C.
Chief Operating Officer: M. Y.
President And Ceo: C. C.
President And CEO: M. D.

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