The UCL Financial Group is an award-winning insurance and financial services agency with a professional team that understands how to help provide creative strategies to address financial problems.
We focus on custom fitting each strategy to each individual client; therefore, we offer a vast array of products and services from premier companies in the industry. Our strong relationship with those companies allows us to provide superior service to our clients that sets us apart. With a track record that spans 90 years and includes many prestigious awards, The UCL Financial Group has provided generations of families and businesses with financial advice.
We are large enough to take care of your financial and insurance needs, yet we also have a personalized approach to doing business. By providing excellent service with high ethical standards, we build long-term relationships with clients and our own team members.
Certain members of our diverse and talented team have the following degrees and designations:
- Certified Financial Planner (CFP)
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Life Underwriter Training Council Fellow (LUTCF)
- Registered Health Underwriter (RHU)
- Master's of Business Administration (MBA)
- Securities Licenses: Series 6, 7, 24, 63 and 65