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      uFinancial

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      uFinancial reviews

      Good Old Boys Club - Anonymous employee uFinancial Employee Review

      1.0
      Mar 3, 2016
      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Free lunches and you learn about other companies

      Cons

      Cut throat people. Advisors always fighting. So many people lie. Advisors care about how much they make rather than what client really needs. Push insurance products like annuities & life insurance.

      Explore other reviews about uFinancial

      5.0
      Sep 13, 2025
      Sales assistant
      Recommend
      CEO approval
      Business outlook

      Pros

      Great organization with a positive culture that demonstrates a desire for each dedicated employee to succeed in their goals.

      Cons

      None that I can think of at this time.

      4.0
      Apr 10, 2025
      Administrative assistant
      Recommend
      CEO approval
      Business outlook

      Pros

      Unique team structures, decent pay.

      Cons

      Lack of diversity; elitist culture

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