uFinancial

Finance · Pennsylvania, United States · 201-500 Employees

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Overview

Headquarters

5001 Louise Dr Ste 300, Mechanicsburg, P...

Phone Number

(717) 791-3300

Revenue

$52.3 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Dec
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May
ZI Rank
1
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1
2

About uFinancial

uFinancial Group is dedicated to empowering individuals and families in their financial journey by providing a comprehensive range of services, including financial planning, retirement solutions, business solutions, and investment solutions. The company emphasizes integrity, education, and compassion in helping clients navigate their financial aspirations. They connect clients with experienced financial professionals through a user-friendly directory and offer both in-person and virtual meeting options. With a strong presence in the Central PA region, uFinancial Group aims to support clients in achieving their financial goals.Explore more
uFinancial's Social MediaPopular SearchesUFinancialUfinancial GroupUfinancialgroupCrockett Financial ServicesCrockett FinancialSIC Code 62,628NAICS Code 52,523Show more

uFinancial Org Chart

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Nikki Cassidy, Chief Operating Officer at uFinancial
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Chief Operating Officer

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Emily Hannigan, Chief Financial Officer at uFinancial
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Chief Financial Officer

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BH
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Chief Operating Officer & Chief of Staff

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CL
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President

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DB
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President

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Senior VP, Corporate Real Estate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

uFinancial

$52.3M
201-500
Private
-
2011
Nikki Cassidy, Chief Operating Officer at uFinancial
Nikki CassidyChief Operating Officer
$51.5M
501-1,000
Private
-
1990
WM
William MorrisonPresident, Peninsula Wealth & Planner
$27.6M
51-200
Private
<$5M
1966
$25.4M
51-200
Private
-
1978
MJ
Mac JenkinsManaging Partner
$23.2M
51-200
Private
-
1993
Gary Heller, President at Heller Financial
Gary HellerPresident
$6.7M
51-200
Private
<$5M
1975
Lawrence Buccheri, Chief Executive Officer & Managing Partner at Mid Atlantic Resource Group
Lawrence BuccheriCEO & Managing Partner
<$5M
51-200
Private
-
-
YK
Yehuda KonstamFinancial Representative
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

uFinancial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

uFinancial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about uFinancial.

uFinancial Tech Stack

A closer look at the technologies used by uFinancial

Top Finance Companies

Frequently Asked Questions Regarding uFinancial

What is uFinancial's official website?
uFinancial's official website is www.ufinancialgroup.com
What is uFinancial's Revenue?
uFinancial's revenue is $52.3 Million
What is uFinancial's SIC code?
uFinancial's SIC: 62,628
What is uFinancial's NAICS code?
uFinancial's NAICS: 52,523
How many employees does uFinancial have?
uFinancial has 201-500 employees
What industry does uFinancial belong to?
uFinancial is in the industry of: Finance, Securities Trading
What is uFinancial competition?
uFinancial top competitors include: Mid Atlantic Resource Group, Heller Financial, Shoemaker Financial, MassMutual
What technology does uFinancial use?
Some of the popular technologies that uFinancial uses are: goo.gl, reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN
Who is the CFO of uFinancial?
uFinancial's CFO is Emily Hannigan
How do I contact uFinancial?
uFinancial contact info: Phone number: (717) 791-3300 Website: www.ufinancialgroup.com
What does uFinancial do?

uFinancial Group is dedicated to empowering individuals and families in their financial journey by providing a comprehensive range of services, including financial planning, retirement solutions, business solutions, and investment solutions. The company emphasizes integrity, education, and compassion in helping clients navigate their financial aspi... rations. They connect clients with experienced financial professionals through a user-friendly directory and offer both in-person and virtual meeting options. With a strong presence in the Central PA region, uFinancial Group aims to support clients in achieving their financial goals.Read More

What are uFinancial social media links?
uFinancial Linkedin page uFinancial Twitter page uFinancial Facebook page
Is uFinancial a public company?
uFinancial is private company therefore does not currently have an official ticker symbol
See more information about uFinancial

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