About uFinancial Group!

We’ve been serving the Central PA region for over 35 years, helping individuals, families and businesses 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.”

ACHIEVE YOUR DREAMS

The most important part to creating your wealth is missing.

Discover more about uFinancial Group through our interactive brochure!

Community Information

uFinancial Group is proud to partner with LifeBridge, a free life insurance program sponsored by MassMutual.

LifeBridge offers free 10-year term life insurance to income eligible families. In the event that an insured parent or legal guardian passes away during the term of the policy, a $50,000 benefit would be paid into a trust, administered by The MassMutual Trust Company, FSB, and used exclusively toward the educational expenses of his or her eligible children. There is no cost to the insured, MassMutual pays the premiums.

uFinancial Group recognizes the value of balancing business interests with corporate citizenship. We’ve been fortunate to succeed for more than 30 years, and we feel a keen responsiblity to give back to the communities that have long supported us.

With LifeBridge, we identified a way to tie our philanthropic focus – education – with one of our core products – life insurance. We realize that ALL of our children are the future of our country, and not just those who have the financial means to get an education.

Many of our career agents have enthusiastically donated their time and services to the program. They view LifeBridge as an extension of the time they already donate to their communities. There is no commission on any LifeBridge policies written.

Our team of advisors, assistants, and staff members also commit their personal time to individual volunteer efforts with over 110 charities in the local community!

Company Info

 Our clients are our first priority and that’s why we named our company after the people that matter most to us – “u.”

CORE VALUES

The following core values reflect what is truly important to uFinancial Group as an organization. These are not values that change from time to time, situation to situation, or person to person, but rather, they are the foundation of our company philosophy. In practice, these values will guide our daily work and long-term goals, driving enduring relationships with clients, each other and the greater community. In short, these core values are at the soul of our business.

  • Integrity – Acting strictly on behalf of clients’ best interests, offering the best products available, and never compromising confidentiality

  • Education
    – Sharing and teaching about financial responsibility with clients and the greater community

  • Compassion
    – Caring about and contributing to those in need and supporting them in both prosperous and impoverished times

MISSION STATEMENT

At uFinancial Group we act with integrity and compassion, and use our resources and expertise to build relationships that work towards positive growth and financial security for our clients and their loved ones. We are educators of our communities, helping people discover and achieve their personal and financial dreams.