Girard a Univest Wealth Division

  • Financial Services
  • Souderton PA
  • 76 employees
Get Full Info

Company Overview

Headquarters
Souderton PA
Website
meetgirard.com
Phone
(610) 337-****
Employees
76
Founded in
1996
Industry
Financial Services
NAICS Codes
52 - Finance and Insurance
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
5231 - Securities and Commodity Contracts Intermediation and Brokerage
SIC Codes
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
628 - Services Allied With The Exchange of Securities Or Commodities
More Details

Financials & Stats

Revenue

$2B

More Financials

Who is Girard a Univest Wealth Division

Girard a Univest Wealth Division is a financial advisory firm based in Souderton, Pennsylvania. With 76 employees, the company offers a range of financial services to individuals, businesses, and families. Girard a Univest Wealth Division is committed to providing personalized financial guidance and managing assets responsibly. Their services encompass investment and wealth management, fiduciary services, trust services, specific fiduciary and investment advisory services, securities products, insurance products, brokerage services, and investment management products for Pennsylvania municipal entities. They strive to understand each client's unique needs and goals, developing tailored solutions to help them achieve their financial aspirations. The firm emphasizes a "person-to-person" approach, combining traditional values with modern solutions and technologies. Girard a Univest Wealth Division prides itself on its transparency, trustworthiness, and commitment to acting in the best interests of its clients. They are a fully independent wealth management firm, dedicated to providing objective and unbiased advice. For inquiries or to learn more about their services, interested individuals can visit their website at meetgirard.com.

Company Leadership

Kevin Norris

President

Phone Email
Timothy Chubb

Chief Investment Officer, Executive Vice President

Phone Email

Girard a Univest Wealth Division Industry Tags

Investment Management
Financial Planning
Retirement Planning
Estate Planning
View All Industry Tags

Girard a Univest Wealth Division Tech Stack

JavaScript
HTML
Nginx
View All Tech Stack

Companies Similar to Girard a Univest Wealth Division

Analyze industry trends and opportunities by examining competitors and companies comparable to Girard a Univest Wealth Division, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
2M 40 New York, NY 2014
2M 7 New York, NY 2012
2M 7 2022
2M 7 Huntsville, AL
2M 22 Sacramento, CA 2019
View More Companies

FAQ

What is the location of Girard a Univest Wealth Division's headquarters?
The headquarters of Girard a Univest Wealth Division are situated at Souderton PA
What is Girard a Univest Wealth Division's phone number?
Girard a Univest Wealth Division's contact number is (610) 337-****.
What is Girard a Univest Wealth Division's official website?
The official website of Girard a Univest Wealth Division can be found at meetgirard.com.
What is Girard a Univest Wealth Division's current revenue?
As of May 2019, Girard a Univest Wealth Division's annual revenue reached $2B.
How many employees does Girard a Univest Wealth Division currently have?
Girard a Univest Wealth Division employs approximately 76+ people as of May 2019
Which industries is Girard a Univest Wealth Division primarily operating in?
Girard a Univest Wealth Division operates in the following industries: Credit, Finance
Who is the President of Girard a Univest Wealth Division?
Girard a Univest Wealth Division's President is Kevin Norris
What are Girard a Univest Wealth Division's industry tags?
Girard a Univest Wealth Division's industry tags include: Investment Management, Financial Planning, Retirement Planning
When was Girard a Univest Wealth Division founded?
Girard a Univest Wealth Division was founded in 1996.

Employee Directory

Key Employees

David Geibel

President

Phone Email

Gary Brown

Sr. Vice President/Sr. Financial Advisor

Phone Email

Skip Dittmann

Vice President

Phone Email

John Sullivan

Senior Client Services Manager

Phone Email

Lauren Darkes

Vice President, Senior Marketing Manager

Phone Email