UNA Financial Consultants
At UNA Financial Consultants, we offer a full range of financial solutions to help you accumulate wealth, manage it and preserve it. Our array of investment products and services, along with our market knowledge, are available to help our customers achieve their financial goals. We are proud to offer a personalized approach towards helping you make the most of your portfolio.
Meet our UNA Financial Consultants Team
Left to Right standing: John Murphy, Jr., Michael Moran. Left to Right seated: Vicki Krempels, Alicia Showalter, Deb Trinkley
Financial advice that’s close to home
Think of us as your community-based financial advisory service. We offer customized investment advisory services with a disciplined, focused strategy designed to help you reach and maintain your financial goals. With access to professional advice and a broad range of investment options we can tailor a program that best fits your financial needs.
Financial guidance with a proven record
Managing your wealth is as just as important as accumulating it. Our experienced financial professionals continually enhance their market knowledge to offer a full range of financial solutions to the Lancaster community. Everything from asset allocation programs, to individually managed accounts, to tax-efficient portfolios are available close to home.
Building relationships with the right kind of service
Exceptional personalized financial service is the cornerstone of UNA Financial Consultants. As a customer you will have your own personal financial advisor, who will not only understand your specific needs and goals in depth, but will be available to discuss your portfolio and answer any questions at any time. We are here to help Lancaster County residents make the most of their finances.
John Murphy, Jr. Senior Vice President, Senior Financial Advisor 717.492.2207 email@example.com
Vicki Krempels Vice President, Financial Consultant 717.492.2250
Deb Trinkley Vice President, Financial Consultant 717.492.2266 firstname.lastname@example.org
Alicia Showalter Assistant Vice President, Financial Consultant 717.492.2292 email@example.com
Michael Moran Financial Consultant 717.928.2335
Shannon Abbott Administrative Assistant
Investment Clerk 717.492.2294 firstname.lastname@example.org
We welcome the opportunity to demonstrate how we can help you achieve your goals. Give us a call at (717) 492- 2294 to set up a meeting to discuss your needs now – and where you want your financial future to be.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.
UNA Financial Consultants is a trade name of Union Community Bank. Infinex and Union Community Bank are not affiliated.
Infinex Financial Group is owned by a consortium of depository institutions and state bank trade associations.
Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.