Who We Are

About Us

U & T Financial, Inc. has been working with clients to pursue their financial goals for over a decade. Our clients are able to build solid financial plans that are in their best interest due to our unbiased solutions that offer us the freedom to recommend sound investment options.

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

Our Team

Josh Lee / President, Financial Advisor

Tel: 206-525-1212
Cell: 206-769-7362
Email: jlee@ifgrr.com

Yong S. Chang / President, Financial Advisor

Tel: 206-525-1212
Cell: 425-359-5799
Email: ychang@ifgrr.com