About University Financial Group
University Financial Group
Located in the heart of Pocatello, Idaho, at 500 S 11th Avenue Ste 403, University Financial Group understands the complexities individuals face when navigating their financial journey. We recognize that preparing for significant life milestones or simply securing your financial future can be daunting tasks amidst life's myriad responsibilities and priorities. That's why we're here to provide clarity, guidance, and a personalized approach to financial planning.
Led by President and Founder Lance Kolbet, the University Financial Group was established with a clear mission: to bridge the divide between the disjointed realms of investment, insurance, and banking. With over fifty years of combined experience, our team of financial professionals is dedicated to breaking down barriers and providing integrated strategies tailored to your unique needs and circumstances. We believe in building long-lasting relationships founded on trust, transparency, and a commitment to always putting our clients' interests first.
At University Financial Group, we prioritize your financial well-being above all else. Our holistic approach to financial planning ensures that we not only address your current needs but also anticipate and adapt to the changes life may bring. Whether you're planning for retirement, safeguarding your assets, or seeking to grow your wealth, we're here to accompany you every step of the way, offering expertise, support, and a steadfast commitment to helping you achieve your financial goals.
