Girard, a Univest Wealth Division

Girard, A Univest Wealth Division

Financial Services, 555 Croton Rd Ste 210, Souderton, Pennsylvania, 19406, United States, 51-200 Employees

meetgirard.com

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Who is GIRARD, A UNIVEST WEALTH DIVISION

We focus on what you value, not on what youre worth In an era driven by technology, we still believe in the value of the human connection. Girard is more than a name; its a promise to del...

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  • 555 Croton Rd Ste 210, Souderton, Pennsylvania, 19406, United States Headquarters: 555 Croton Rd Ste 210, Souderton, Pennsylvania, 19406, United States
  • 1996 Date Founded: 1996
  • 51-200 Employees: 51-200
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 62 | NAICS Code: 52 | Show More

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Girard, a Univest Wealth Division Org Chart and Mapping

Employees

Marc Balcer

Director of Investment Strategy, Client Portfolio Manager and Senior Vice President

Cfp® Tom Flynn

Wealth Advisor Associate

Karie Kreutzer

Pension Plan Support Specialist

Genova T

Compensation & Operations Professional

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Frequently Asked Questions Regarding Girard, a Univest Wealth Division

Answer: Girard, a Univest Wealth Division's headquarters are located at 555 Croton Rd Ste 210, Souderton, Pennsylvania, 19406, United States

Answer: Girard, a Univest Wealth Division's phone number is 61********

Answer: Girard, a Univest Wealth Division's official website is https://meetgirard.com

Answer: Girard, a Univest Wealth Division's revenue is $1 Million to $5 Million

Answer: Girard, a Univest Wealth Division's SIC: 62

Answer: Girard, a Univest Wealth Division's NAICS: 52

Answer: Girard, a Univest Wealth Division has 51-200 employees

Answer: Girard, a Univest Wealth Division is in Financial Services

Answer: Girard, a Univest Wealth Division contact info: Phone number: 61******** Website: https://meetgirard.com

Answer: We focus on what you value, not on what youre worth In an era driven by technology, we still believe in the value of the human connection. Girard is more than a name; its a promise to deliver service thats true to our character. Relatable Were financial advisors, but were people first. People who are passionate about getting to know you. We understand the importance of achieving your financial aspirations and leaving a legacy for future generations. When we work together, we never lose sight of what you value most. Trustworthy As a fully independent wealth management firm, we offer objective, unbiased advice. Our affiliated registered investment advisors also adhere to a fiduciary standard that requires us to act in your best interest. Transparent Were sincere, honest, and unambiguous. Period. Modern Our person-to-person approach is rooted in tradition, but our solutions and technologies are designed to meet the demands of today. Girard is large enough to support you through a lifetime and small enough to truly care a winning combination thats been helping individuals, businesses, and families achieve their financial dreams for generations. Girard is a marketing name used by Univest Financial Corporation to provide (1) investment and wealth management, fiduciary services and trust services through its subsidiary Univest Bank and Trust Co., (2) specific fiduciary and investment advisory services through Girard Advisory Services, LLC (3) securities products, insurance products and brokerage services through Girard Investment Services, LLC, a registered broker-dealer and member of FINRA (Opens in a new Window) and SIPC (Opens in a new Window), and a licensed insurance agency, and (4) investment management and related products and services to Pennsylvania municipal entities through Girard Pension Services, LLC.

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