Company Overview
- Headquarters
- Souderton PA
- Website
- meetgirard.com
- Phone
- (610) 337-****
- Employees
- 76
- Founded in
- 1996
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5231 - Securities and Commodity Contracts Intermediation and Brokerage
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$2B
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.
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