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.

 Discover more about uFinancial Group through our interactive brochure!

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.


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