What departments does uFinancial Group have?

uFinancial Group has employees across 7 departments including Finance, Operations, Human Resources, Recruiting, Information Technology.

What is the largest department at uFinancial Group?

The largest department at uFinancial Group is Finance with 22 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

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 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
181

United States Of America
181

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

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
C. B.
Office Of The Chief Operations Officer & Teaming
Mobile Phone
Email
D. P.
Financial Planner & Partner
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

B. G.
Financial Planner, Owner - Summit Pointe Advisors Team
Mobile Phone
Email
United StatesPennsylvania
May 29, 2026
C. C.
President And Ceo
Mobile Phone
Email
United StatesPennsylvania
Jun 18, 2026
C. B.
Office Of The Chief Operations Officer & Teaming
Mobile Phone
Email
United StatesArkansas
Apr 08, 2026
D. P.
Financial Planner & Partner
Mobile Phone
Email
United StatesPennsylvania
May 29, 2026
L. C.
Partner
Mobile Phone
Email
United StatesPennsylvania
Jun 13, 2025
N. W.
Managing Partner
Mobile Phone
Email
United StatesPennsylvania
Apr 13, 2026
V. D.
Managing Partner
Mobile Phone
Email
United StatesPennsylvania
Jun 01, 2026
E. H.
Chief Financial Officer
Mobile Phone
Email
United StatesMassachusetts
May 27, 2026
D. P.
Senior Partner
Mobile Phone
Email
United StatesPennsylvania
Apr 08, 2026
N. C.
Chief Operating Officer
Mobile Phone
Email
United StatesPennsylvania
Jun 07, 2026

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 Mechanicsburg, Pennsylvania 17050 United States; 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 June 2026. These team members are located across 5 continents, including North AmericaOceaniaAfrica.

Who are uFinancial Group's key employees and leadership?

As of June 2026, 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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uFinancial Group Employee Directory

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