Schedule Now

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, please submit the form below and I will be in contact with you as soon as possible.

Name *
Ross old.jpg

Our Office

699 Unionville Road
Kennett Square, PA, 19348
United States

Main Office Phone


Personal Desk Phone