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Our Services

University Financial Group offers a full suite of services for people of all economic strata. From helping individual investors and business owners, to new families, career professionals, retirees and more, our advisors specialize in integrating every area of your financial life. Whatever you may hope to achieve, we’ll help ensure your strategy works in unison with all your goals, so you can carry financial peace of mind and stay focused on what matters most.

No matter what you need, or when you need it, we’ll be here to help you maintain your financial freedom through all of life’s stages.

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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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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We lead with solutions, not products. The foundation of our investment management philosophy relies on understanding your unique situation. Only then will we begin to select the ideal investments with your best interests in mind.

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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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