Whether you are saving for retirement or your children’s education, the amount of tax you have to pay can have a dramatic result on the account balance. We offer a tax deferred-tax and free withdraw program that will increase your income by 25-40% Providing access to innovative investment ideas and opportunities Creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance Developing customized investment strategies estate preservation, maximize charitable giving and complex business solutions
View Top Employees from Universal Financial Group| Website | http://www.universalfg.com |
| Revenue | $5 million |
| Employees | 13 (8 on RocketReach) |
| Founded | 1987 |
| Address | 14241 Dallas Pkwy Ste 650, Dallas, Texas 75254, US |
| Phone | (972) 386-6639 |
| Fax | (480) 218-0525 |
| Technologies |
JavaScript,
Google Analytics,
OpenResty
+6 more
(view full list)
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| Industry | Investment Management, Banking, Finance |
| Competitors | Bollin Wealth Management LLC, Botkin Family Wealth Management, Harfst and Associates, Inc., Selkirk Wealth Advisors, LLC |
| SIC | SIC Code 61 Companies, SIC Code 615 Companies |
| NAICS | NAICS Code 52222 Companies, NAICS Code 52 Companies, NAICS Code 5222 Companies, NAICS Code 522 Companies, NAICS Code 522220 Companies |
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Universal Financial Group Questions
The Universal Financial Group annual revenue was $5 million in 2024.
Larry Lock is the President of Universal Financial Group.
8 people are employed at Universal Financial Group.
Universal Financial Group is based in Dallas, Texas.
The NAICS codes for Universal Financial Group are [52222, 52, 5222, 522, 522220].
The SIC codes for Universal Financial Group are [61, 615].
Top Universal Financial Group Employees
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5
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