uFinancial Group

Main Office

5001 Louise Drive, Suite 300
Mechanicsburg, PA 17055

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

Christopher Cocores

General Agent

Our Financial Professionals

  1. Paul K. Broomell

    uFinancial Group

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Financial Education
    • Retirement Strategies
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    Languages:

    • English
    • David D. Buell

      uFinancial Group

      Focus:

      • Insurance Strategies
      • Business Owners
      • College Funding Strategies
      • Charitable Giving
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      Languages:

      • English
      • William "Billy" Burger, III

        uFinancial Group

        Focus:

        • Insurance Strategies
        • Business Owners
        • Retirement Income Planning
        • College Funding Strategies
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        Languages:

        • English
      • Allen W. Carr

        ChFC®, CLU®, LUTCF®, MSFS

        uFinancial Group

        Focus:

        • Insurance Strategies
        • Investment Strategies

        Languages:

        • English
        • Nicole Carricato

          uFinancial Group

          Focus:

          • Insurance Strategies
          • Business Owners
          • Retirement Income Planning
          • LGBTQ
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          Languages:

          • English
        • James Cichelli

          uFinancial Group

          Focus:

          • Insurance Strategies

          Languages:

          • English
          • Byron J. Dunlap

            ChFEBC℠

            uFinancial Group

            Focus:

            • Insurance Strategies
            • Investment Strategies
            • Military
            • Retirement Income Planning
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            Languages:

            • English
            • Dominic Fanelli

              uFinancial Group

              Focus:

              • Insurance Strategies

              Languages:

              • English
              • Tony "Tony" Feliciano

                CFS®, ChFC®, FSCP®, CLTC®, CFBS

                uFinancial Group

                Focus:

                • Insurance Strategies
                • Investment Strategies

                Languages:

                • English
                • Brent George

                  CFP®, AWMA®, AIF®, ChFC®

                  uFinancial Group

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies
                  • Business Owners
                  • Retirement Strategies
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                  Languages:

                  • English
                  • Louis Grammes

                    CFBS, CLU®

                    uFinancial Group

                    Focus:

                    • Insurance Strategies
                    • Business Succession Planning
                    • Business Owners
                    • Investment Strategies

                    Languages:

                    • English
                    • Ryan R. Gray

                      uFinancial Group

                      Focus:

                      • Insurance Strategies
                      • Military
                      • Business Owners
                      • Risk Management Strategies
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                      Languages:

                      • English
                      • Danielle Green

                        uFinancial Group

                        Focus:

                        • Insurance Strategies
                        • Estate Planning
                        • Business Owners
                        • Business Succession Planning

                        Languages:

                        • English
                        • James I. Grier

                          uFinancial Group

                          Focus:

                          • Investment Strategies
                          • Insurance Strategies
                          • Retirement Strategies
                          • College Funding Strategies
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                          Languages:

                          • English
                        • Nathan H. Kibler

                          uFinancial Group

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies
                          • Business Owners
                          • LGBTQ
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                          Languages:

                          • English
                          • Alexander D. Langan

                            uFinancial Group

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies

                            Languages:

                            • English
                            • Robert Langan

                              uFinancial Group

                              Focus:

                              • Insurance Strategies

                              Languages:

                              • English
                              • Brian C. Larkin

                                uFinancial Group

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies
                                • Business Owners
                                • Business Succession Planning
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                                Languages:

                                • English
                              • Christopher Lenz

                                uFinancial Group

                                Focus:

                                • Insurance Strategies

                                Languages:

                                • English
                                • Brian Logan

                                  uFinancial Group

                                  Focus:

                                  • Insurance Strategies

                                  Languages:

                                  • English
                                  • James Massie

                                    uFinancial Group

                                    Focus:

                                    • Insurance Strategies

                                    Languages:

                                    • English
                                    • Robert McSweeney

                                      uFinancial Group

                                      Focus:

                                      • Insurance Strategies

                                      Languages:

                                      • English
                                      • Cody M. Morris

                                        uFinancial Group

                                        Focus:

                                        • Insurance Strategies
                                        • Investment Strategies
                                        • Business Owners
                                        • College Funding Strategies
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                                        Languages:

                                        • English
                                      • Deborah "Deb" Pajak

                                        ChFC®, CLTC®, CFP®, CDFA®, CFBS

                                        uFinancial Group

                                        Focus:

                                        • Insurance Strategies
                                        • Investment Strategies
                                        • Retirement Income Planning
                                        • Estate Planning
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                                        Languages:

                                        • English
                                      • Thomas Poltersdorf, Jr.

                                        uFinancial Group

                                        Focus:

                                        • Insurance Strategies
                                        • Investment Strategies
                                        • Retirement Income Planning
                                        • Business Owners

                                        Languages:

                                        • English
                                        • Tyler Quinn

                                          uFinancial Group

                                          Focus:

                                          • Retirement Income Planning
                                          • Investment Strategies
                                          • Insurance Strategies
                                          • Estate Planning
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                                          Languages:

                                          • English
                                        • Franklin Rankin

                                          uFinancial Group

                                          Focus:

                                          • Insurance Strategies

                                          Languages:

                                          • English
                                          • Keith J. Russell

                                            uFinancial Group

                                            Focus:

                                            • Insurance Strategies
                                            • Business Owners
                                            • LGBTQ
                                            • Retirement Income Planning
                                            • Show More

                                            Languages:

                                            • English
                                          • Seth Scott

                                            uFinancial Group

                                            Focus:

                                            • Insurance Strategies

                                            Languages:

                                            • English
                                            • Joshua Sheehan

                                              uFinancial Group

                                              Focus:

                                              • Insurance Strategies

                                              Languages:

                                              • English
                                              • George Snook

                                                uFinancial Group

                                                Focus:

                                                • Insurance Strategies

                                                Languages:

                                                • English
                                                • James Thomas

                                                  uFinancial Group

                                                  Focus:

                                                  • Insurance Strategies

                                                  Languages:

                                                  • English
                                                  • Donald Wadsworth

                                                    uFinancial Group

                                                    Focus:

                                                    • Insurance Strategies

                                                    Languages:

                                                    • English
                                                    • Drew E. Yerger

                                                      AIF®, CFBS

                                                      uFinancial Group

                                                      Focus:

                                                      • Insurance Strategies
                                                      • Investment Strategies
                                                      • Business Owners
                                                      • Estate Planning
                                                      • Show More

                                                      Languages:

                                                      • English
                                                    CRN202109-253382