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uFinancial Group Employee Directory

Financial ServicesPennsylvania, United States51-200 Employees

uFinancial Group has about 132 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (98%) and Indonesia (1%). Banking and Community & Social Services make up over half of the profiles with a known department. uFinancial Group's workforce spans 10 departments.

Find uFinancial Group employees' phone numbers or email addresses

uFinancial Group Global Highlights

Location
Employees

North America
175

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  • United States Of America
    175

Asia
2

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  • Indonesia
    2

Africa
1

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  • South Africa
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

North America accounts for 98% of uFinancial Group's workforce, followed by Asia (1%).

uFinancial Group's Leadership

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

uFinancial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Finance
  • Recruiting
  • Other
  • Legal

Banking is the largest department at 64% of profiles with a known department, followed by Community & Social Services (18%) and Business (8%).

Contact profiles from uFinancial Group

Name
Title
Contact
Location
Last Update
  • Financial Planner, Owner - Summit Pointe Advisors Team at uFinancial Group
    A. B. G.
    Financial Planner, Owner - Summit Pointe Advisors Team
    Mobile Phone
    Oct 17, 2024
  • North Region Manager at uFinancial Group
    T. S.
    North Region Manager
    Mobile Phone
    Oct 21, 2024
  • Lead Generator at uFinancial Group
    N. M.
    Lead Generator
    Mobile Phone
    South Africa, Gauteng
    Oct 25, 2025
  • Freedom Specialist at uFinancial Group
    J. T.
    Freedom Specialist
    Mobile Phone
    Apr 16, 2026
  • Agency Technology Specialist at uFinancial Group
    A. S.
    Agency Technology Specialist
    Mobile Phone
    Sep 19, 2026
  • Administrative Assistant at uFinancial Group
    T. K.
    Administrative Assistant
    Mobile Phone
    Oct 07, 2026
  • Administrative Assistant at uFinancial Group
    M. S.
    Administrative Assistant
    Mobile Phone
    Oct 25, 2026
  • Administrative Assistant at uFinancial Group
    C. F.
    Administrative Assistant
    Mobile Phone
    Oct 07, 2026
  • Administrative Assistant at uFinancial Group
    C. P.
    Administrative Assistant
    Mobile Phone
    Oct 07, 2026
  • Administrative Assistant at uFinancial Group
    C. L.
    Administrative Assistant
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What are the largest departments at uFinancial Group?

Minus sign iconPlus sign iconBanking is the largest department at 64% of profiles with a known department, followed by Community & Social Services (18%) and Business (8%). uFinancial Group's workforce spans 10 departments.

Where are uFinancial Group's employees located?

Minus sign iconPlus sign iconuFinancial Group has about 132 employees across 2 continents, most of them in North America. North America accounts for 98% of uFinancial Group's workforce, followed by Asia (1%). By country, the largest groups are United States Of America (98%) and Indonesia (1%).

How many employees does uFinancial Group have currently?

Minus sign iconPlus sign iconuFinancial Group has approximately 132 employees as of October 2026. These team members are located across 4 continents, including North America, Asia and Africa.

Who are uFinancial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of October 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is uFinancial Group's most common email format?

Minus sign iconPlus sign iconuFinancial Group employees' email format typically follows the pattern of FLast@financialguide.com. Trying to find reliable and up-to-date employee contact data? Find more uFinancial Group email formats with LeadIQ.

What is uFinancial Group known for?

Minus sign iconPlus sign iconuFinancial Group was founded in 1890 and operates in the Financial Services industry. You can contact uFinancial Group's main corporate office by phone at
+1-814-466-****
. Explore uFinancial Group's company overview page for more information.

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