Our Mission

U&T Financial, Inc. was founded on the principle that true independence from corporate bias and control, equates to higher quality and personalized service to clients. In a sales-pressure free environment, we are able to provide our clients with completely unbiased investment advice that is in their best interest.

This translates into our relationships that are built on the highest level of trust.

Invested in your Long-term Financial Success

Our mission is to provide the best investment opportunities, guidance, and planning to our clients. Our goal is that this ultimately ends in long-term financial well-being for each one of our clients.

Access to some of the world’s most powerful Investment Companies

Each office is independently owned and operated.

Registered representatives of U&T Financial, Inc. have access to a full array of non-proprietary investment products as well as the tools and research necessary to provide the highest quality investment solutions. Additionally, our relationship with Pershing, a clearinghouse subsidiary of the Bank of New York Mellon Corporation, allows us to provide efficient trade execution and processing. This relationship provides access to some of the world’s most powerful investment companies.