Universal Financial Group

Investing in the financial markets is perceived by many investors as complex and intimidating. At Universal Financial Group we take the mystery out of investing, helping you with strategies that seek to build assets for retirement and other long-term objectives with the clarity you seek.

Our mission is to take the difficulty out of helping you work toward your important goals while increasing your confidence and sense of financial stability. Learn how the independent advisors at Universal Financial Group can help you pursue all your wealth management goals.

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The Five Star Wealth manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience.


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Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice and financial planning offered through Universal Financial Planning Consultants Inc., a Registered Investment Advisor and separate entity from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, ND, OH, OK, OR, PA, RI, SD, TN, TX, UT, VT, VA, WV, WI, WY