Thomas Poltersdorf, Jr.


    Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Business Owners

    Languages: English

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Advisory services
    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    See Thomas’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Thomas

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    uFinancial Group

    Main Office

    5001 Louise Drive Suite 300
    Mechanicsburg, PA 17055

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    CRN201912-180567