uFinancial Group Revenue

Financial Services • Silver Spring, Pennsylvania, United States • 101-200 Employees

uFinancial Group revenue & valuation

Annual revenue	$7,043,417
Revenue per employee	$47,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$22,600,000
Total funding	No funding

Key Contacts at uFinancial Group

Brent George

Financial Planner, Owner - Summit Pointe Advisors Team

Diane Fleishman

Director Of Campus Relations

Krista Messner

Director Of Advisor Services

Brenda Hepler

Director Of Advisor Care & Engagement

Company overview

Headquarters	100 Sterling Pkwy, Suite 307, Mechanicsburg, Pennsylvania 17050, US
Phone number	+17177913300
Websites	ufinancialgroup.com financialguide.com
NAICS	52
SIC	628
Founded	1890
Employees	101-200
Socials

uFinancial Group Email Formats

uFinancial Group uses 2 email formats. The most common is {first name} (e.g., john@ufinancial.com.au), used 95% of the time.

Format	Example	Percentage
{first name}	john@ufinancial.com.au	95%
{2char}	{2char}@ufinancial.com.au	5%

About uFinancial Group

Our firm has served the Central PA region for over 130 years, helping individuals, families, and businesses grow their tomorrow through customized financial plans and services. Our name, uFinancial Group, embodies the client-focused approach of our financial professionals and staff. Our emphasis on integrity, education, and compassion guide us as we help you realize a successful financial future. Headquartered in Mechanicsburg, PA, and with offices throughout Central PA, Maryland, Florida, Texas, and NJ, uFinancial partners with over 150 financial professionals and 200+ staff people with expertise to help position you for financial success. Securities and Investment advisory services are offered through MML Investors Services, LLC. Member SIPC (www.SIPC.org) Supervisory Address: 100 Sterling Pkwy, Suite 307, Mechanicsburg, PA 17050. 717-791-3300. CRN202601-3795412

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry

Manager

Intern

Employees by Department

uFinancial Group has 88 employees across 8 departments.

Departments

Number of employees

Funding Data

uFinancial Group has never raised funding before.

uFinancial Group Tech Stack

Discover the technologies and tools that power uFinancial Group's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Adobe Fonts

Font scripts

Google Hosted Libraries

CDN

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

Webflow

Page builders

Google Analytics

Analytics

Google Font API

Font scripts

Frequently asked questions

uFinancial Group is located in Silver Spring, Pennsylvania, US.

You can reach uFinancial Group at +17177913300.

uFinancial Group generates an estimated annual revenue of $7,043,417. This revenue figure reflects the company's market position and business performance in its industry.

uFinancial Group has an estimated valuation of $22,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

uFinancial Group was founded in 1890, making it 136 years old. The company has established itself as a significant player in its industry over this time.

uFinancial Group has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.