Who We Are

About Us

U&T Financial has been working with clients to pursue their financial goals for over a decade. Through our relationship with Independent Financial Group, LLC (IFG) our clients are able to work to build solid financial plans that are in their best interest due to our unbiased, non-proprietary solutions that offer us the freedom to recommend investment options that we feel best align with our clients' stated objectives.

U&T Financial is committed to long-term investment strategies that emphasize purchasing quality investments, creating a diversified portfolio, and monitoring the portfolio’s progress on a regular basis. We believe in committing to proven, long-term investment strategies to help our clients look to enjoy a comfortable retirement and work to build a legacy for loved ones.
 

Our Team