34 West Lancaster Avenue
Our customized programs are designed to grow, protect and conserve your wealth by delivering an unprecedented level of personalized service and expertise. Each financial plan takes into account every client’s individual and family goals and objectives. Our programs offer a comprehensive “One-Stop” approach to enhance and preserve wealth.
Dedication to members of Organized Labor
Committed to providing the highest level of Education & Information for our clients and prospective clients
Our primary service model is a fee-based program not driven by sales quotas or proprietary products. There are no hidden fees
Our clients receive Comprehensive affordable - Full Service financial and investment planning services
We believe that everyone should be able to utilize the advice of a financial professional who delivers quality service at an affordable price.
UAF is independent from any specific investment company. This enables us to offer one of the broadest choices of investment and insurance based products, including mutual funds, unit investment trusts, money markets, stocks and bonds. We also provide clients access to some of the largest institutional money managers in the world not normally accessible to the general public.
The Financial Advisors at UAF are affiliated with and offer securities products through First Allied Securities, Inc.(FASI), Member FINRA/SIPC. FASI is one of the country`s leading providers of financial services and products to independent business owners such as the advisors with UAF.
This website offers you an in-depth look at what our firm can offer you and your family. Please take a moment to look at the services we provide. Should you wish to further discuss how we can help you achieve your financial goals, please contact us.