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Investments

Our focused approach starts with understanding your needs and values. We then develop tailor-made strategies to help secure your short-term interests while protecting your long-term goals. Our customized strategies take everything into consideration, including your unique risk tolerance, your family and employment situations, and more.

Financial Services

At University Financial Group, our goal is simple: to help grow and protect your assets. Across a broad spectrum of services, we help you promote and establish your financial independence. We have an in house accountant to help with your tax preparation needs.

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Insurance

We seek to protect the things you value most—your family, your health, your income, your savings. Above all, we aim to provide the assurance that your assets will help sustain your lifestyle today and throughout your financial future.

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Employee Benefits

Our customized employee benefit plans assess your company’s unique situation, analyze your team’s diverse goals, then build the best strategies to recruit, retain, and reward your top talent. We research current costs and programs from the nation’s top benefits providers to find the ideal and most cost effective, high quality solutions for your firm’s needs.

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