
Vic Dupuis Chfc Cfp
As a Managing Partner at The UFinancial Group since 1982, I provide guidance to my clients to... | 102 Chalfont Road, Kennett Square, United States
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Vic Dupuis Chfc Cfp’s Emails vi****@uf****.com
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Vic Dupuis Chfc Cfp’s Location 102 Chalfont Road, Kennett Square, United States
Vic Dupuis Chfc Cfp’s Expertise As a Managing Partner at The UFinancial Group since 1982, I provide guidance to my clients to help them reach their financial goals. I can offer comprehensive financial strategies and/or focus on one specific area of need. The UFinancial Group provides 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, and; - Trust Services I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC. Member FINRA, SIPC (www.sipc.org). Supervisory Address: 5001 Louise Drive, Mechanicsburg, PA 17055 Phone: 717-791-3300 I am licensed to sell securities in PA, NJ, DE, MD, NY, VA, AZ, MA, CA, FL, MI, MN, MO, NC, OH, SC, WV, TX, WA, GA, TN, VT, WI, & KY. I am licensed to sell insurance in: PA, NJ, DE, MD, DC, VA, CO, FL, MA, MI, MO, NC, OH, WA, & WV. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business. Specialties: Retirement Planning, Asset Management Strategies and Investment Planning, Life and Disability Income Insurance, Long Term Care Insurance, Business Succession and Compensation Planning, Estate Planning
Vic Dupuis Chfc Cfp’s Current Industry Willow House Advisors
Vic
Dupuis Chfc Cfp’s Prior Industry
Ufinancial
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Willow House Advisors
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Work Experience

Willow House Advisors
Senior Managing Partner
Wed Nov 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Ufinancial
Managing Partner
Mon Nov 01 1982 00:00:00 GMT+0000 (Coordinated Universal Time) — Present