Lisa Beard

Office Manager

Lisa has been with the uFinancial Team since 1989. As our office manager, she can help you with paperwork, applications, and all other clerical obstacles on your way to financial security. She loves animals and is great at handling many transactions through our firm.

Contact Lisa

For information or consultation on anything you have questions about, please submit the following information and I will be in contact with you as soon as possible.

Name *
Name
Ross old.jpg

Our Office

699 Unionville Road
Kennett Square, PA, 19348
United States

Main Office Phone

610-444-3344

Personal Desk Phone

484-734-1205