LET YOUR "WHy" EMPOWER YOu.

Meet the people behind our mission. Led by our Managing Principal’s expertise and vision, our team of dedicated brokers is committed to helping clients achieve lasting financial flexibility. We believe in strong partnerships and welcome professionals who want to grow with us because together, we can build something bigger.

Managing PrincipalMeet The TeamWork With Us
Thousands of clients.

We help our clients create the flexibility to do anything they want to do with their money: save more efficiently, invest, purchase other assets, or even pay down debt.

Millions transferred.

Our proven system is simple, flexible, and powerful. As a client, we'll help you maximize every dollar you transfer and teach you how to use your money twice.

A-rated carrier partners.

Work with liquid, recession-resistant, mutually-owned companies with a proven track record of guarantees and dividends through both good and bad market conditions.

3260 Pointe Parkway
Suite 100
Peachtree Corners, GA 30092
NPN# 18906562

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Y-UFinancial LLC (d/b/a Y-UFinancial & Insurance Agency in California) is a licensed insurance brokerage offering products and services through licensed brokers. Insurance availability, terms, and conditions vary by state and are subject to underwriting approval. This website is for informational purposes only and does not constitute an offer to sell or a solicitation of insurance in any jurisdiction where we are not licensed.

Y-UFinancial LLC (d/b/a Y-UFinancial & Insurance Agency in California) does not provide tax, legal, or investment advice. Clients should consult their own tax, legal, and financial professionals regarding their specific situation.

For licensing details or regulatory inquiries, please refer to your state’s Department of Insurance.