Jessica Burger, Financial Advisor - UFinancial Group

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Jessica Burger, Financial Advisor - UFinancial Group I am licensed to sell insurance in the states of DE, FL, MD, NC, PA, WV, NJ, GA, TX and WI (717)791-3300.

I specialize in Financial Portfolio Analysis and Design, Investment -, Retirement -, Estate -, and Business Succession Planning, and Financial Issues of Divorce. I am a registered representative of and offer securities, investment advisory services and financial planning services through MML Investors Services, LLC. Member SIPC (www.sipc.org) Supervisory address: 100 Sterling Parkway, Ste 307, Mechanicsburg, PA 17050. I am licensed to sell insurance in DE, FL, GA, MD, NC, PA & WV and securities in DE, FL GA, IL, MD, NC, NJ, OH, PA, TX, & WV.

10/20/2026

Retirement planning often overlooks tax diversification, a strategy as crucial as asset diversification for maximizing spendable income.

10/19/2026

Mega-brokerage Compass is taking more listings offline, sparking backlash from rivals who say the practice is upending decades of market transparency.

10/16/2026

During retirement planning, many people underestimate how much they will pay for Medicare.

10/13/2026

The first five years of retirement can shape the next 20. Learn how market declines, taxes, Social Security and spending can affect your retirement plan.

10/12/2026

Spending is rising because prices are climbing and Americans are buying more stuff.

10/09/2026

Mortgage rates surged this week, rising to a nearly three-year high as investor concerns about inflation drove up Treasury note yields.

10/08/2026

Workplace plans typically cost less for basic coverage, but Medicare often gives beneficiaries greater freedom to pick doctors and no surprises on expenses

10/05/2026

Explore how the Great Wealth Transfer could leave more women inheriting family businesses and the choices and responsibilities that come with ownership.

10/02/2026

Asset protection planning integrates with exemption, marital, estate, and charitable strategies to whittle down exposed wealth and protect core assets.

10/01/2026

More U.S. Social Security checks go to Canada than to almost any other country, but those checks alone won’t buy a comfortable retirement there.

Address

111 East Uwchlan Avenue
Exton, PA
19341

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15702941803

Website

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