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Meet Our Team University Financial Group Understanding Investments

Financial Services

Across a broad spectrum of services, we help you promote and establish your financial independence.

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Insurance

We seek to protect the things you value most—your family, your health, your income, your savings.

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Investments

The foundation of our investment management philosophy relies on understanding your unique situation. 

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Employee Benefits

We can help you and your firm across a spectrum of retirement plan services.

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GO YOUR OWN WAY

You have goals, we have expertise. Together, we can chart a course to your financial success.

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How Much Do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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