wiseradvisor

Jeremiah Sensenig
uFinancial Group

Tel: 610-750-9126
114 Foxshire Rd
Lancaster, PA 17601
uFinancial Group | Financial Advisor in Lancaster ,PA


About uFinancial Group

Preparing for the next step in life isnt always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.

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General Information

Firm Start Year:   2005
Insurance License#:   8354354
Name of Broker/Dealer:   MML INVESTORS SERVICES, LLC
States Licensed in:   PA
Number of Years with Current Firm:   5
I work with the following types of clients:   Non-Profit Organizations, Businesses, Individual Investors
Advisory Services Provided:   Financial Advice & Consulting, Financial Planning for Individuals, Annuities, Retirement Planning, Money Management, Financial Planning for Businesses, Insurance Planning, Wealth Management, Risk Management


Services

Investment Types:   Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Phone, Via Email, Video Conference, At your office, At my office, At your home


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Casualty, Disability, Health, Long Term Care, Variable Annuity, Variable Life, Life


Firm Information

Advisor's Number of Clients:   250
Advisor's Number of Managed Clients:   50
Advisor's Number of Planning Clients:   10
Assets Managed by Advisor:   $30,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   50000
Compensation Methods:   Based on Assets, Flat Fee, Hourly


Board Positions

Organization:  Penn State University  Wyomissing, PA
Position :  Penn State Berks Advisory Board
Duration :  09/01/2019-Currently holding

Organization:  Rotary International  Wyomissing, PA
Position :  President of Rotary Club of West Reading-Wyomissing
Duration :  07/01/2019-Currently holding

Organization:  Rotary International
Position :  Rotary District 7430 Assistant Governor for Area 4
Duration :  07/01/2020-Currently holding


Education

Bachelor of Humanities  Pennsylvania State University
09/01/1996-12/20/2000



Disclaimer

I am licensed to sell insurance in: Pennsylvania and New Jersey and securities in: Pennsylvania and New Jersey. I am a registered representative of and offer securities through MML Investors Services, LLLC. Member SIPC. 5001 Louise Drive, Suite 300 Mechanicsburg, PA 17055 (717) 791-3300. CRN202211-274203 Telephone: 610-750-9126

Jeremiah Sensenig

Jeremiah Sensenig

I provide total financial needs analysis through a network of experienced professionals with expertise in: Advisory services, Retirement analysis and programs, Estate strategies, Employee benefit and retention services, Business continuation strategies. Trust services.

I am licensed to sell insurance in: Pennsylvania and New Jersey and securities in: Pennsylvania and New Jersey. I am a registered representative of and offer securities through MML Investors Services, LLLC. Member SIPC. 5001 Louise Drive, Suite 300 Mechanicsburg, PA 17055 (717) 791-3300.

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My Services

Financial Planning for Businesses

My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my clients established goals. My personal goal is to become a lifetime resource for each and every client


Financial Planning for Individuals

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in: " Advisory services Retirement analysis and programs " Estate strategies " Employee benefit and retention services " Business continuation strategies


Financial Advice & Consulting

I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

I am licensed to sell insurance in: PA NJ and FL and securities in: PA
NJ and FL. I am a registered representative of and offer securities through MML Investors Services LLC
Member SIPC (www.sipc.org). Supervisory address: 5001 Louise Drive Suite 300
Mechanicsburg PA 17055
Phone: 717-791-3300