Meet one-on-one with a Workplace Financial Consultant


Working with a financial professional or being a disciplined planner can make you feel happier and sleep better. That’s why UC makes one-on-one sessions with a UC-dedicated Workplace Financial Consultant available to you at no additional cost.

Meet with a Workplace Financial Consultant when it’s convenient for you.

When it comes to their money, 84% of Americans say that working with a financial professional or being a disciplined planner makes them feel happier, and 76% say it helps them sleep better.*

That’s why UC makes Workplace Financial Consultants available for one-on-one meetings—when and where it’s convenient for you. With this service, UC is working to help you simplify the decision-making process.

Meeting with a UC-dedicated Workplace Financial Consultant is easy

You can schedule a one-on-one meeting online to meet with a specific UC Workplace Financial Consultant and set up a time that works for you.

Prefer to talk now? Call a UC-dedicated Workplace Financial Consultant at 1-800-558-9182. No appointment necessary.

In-person one-on-one meetings are not currently available. We encourage you to speak with a UC-dedicated Workplace Financial Consultant by calling 1-800-558-9182 (no appointment necessary).