Anytime, Anywhere BankingAnytime, Anywhere Banking

Louis Spinelli, Executive Vice President and Director of Consumer Strategy & Delivery, Univest Bank and Trust Co.

Even when our financial service centers are closed, we have a number of options that allow you to bank remotely anytime, anywhere.

Donors Turn to Foundations as Charitable Giving Rebounds from Recession Lows

Barry L. Stoltzfus, Executive Director, Univest Foundation

Univest Foundation has a number of charitable annuities and trusts – charitable gift annuities – that offer donors immediate income tax deductions, capital gains tax advantages and other donor/recipient benefits.

What Is the Individual Mandate?

Pam Urich, Senior Vice President, Benefits Service Manager, Univest Insurance, Inc.

Beginning in 2014, the Affordable Care Act includes a mandate for most individuals to have health insurance or potentially pay a penalty for noncompliance. Univest Insurance is available to answer your questions and can help individuals and businesses obtain the necessary coverage.

As the Season Changes, So Should Your Bond Allocation

William F. Van Sant III, CFP®, Senior Vice President, Sales Manager, Univest Investments, Inc.

Bonds thrived as our economy experienced several downturns during this time, including the Great Recession of 2008. As a result, bonds produced higher than average returns and investors were very happy. Will this continue? Most likely not.

Univest Investments Opens New Headquarters in Souderton

Univest Investments, Inc., celebrated the opening of its new headquarters at 41 W. Broad Street, Souderton, with a traditional ribbon-cutting ceremony.

What Is a Reverse Mortgage?

What Is a Reverse Mortgage?

Mary Spencer, Home Loan Consultant, Univest Bank and Trust Co.

A reverse mortgage can allow homeowners 62 years of age and older to tap their home's equity without selling their homes. This is great news for retirees who may not qualify for home equity loans or refinanced mortgages, yet may be faced with rising costs.

Don't Forget Your 401(k)

Jonathan Zeminski, Vice President, Senior Financial Advisor, Wealth Management, Univest Bank and Trust Co.

The average American will work at seven employers during the course of their career. While we all aspire to find the perfect job, a 2010 study showed that 50% of us leave a trail of old 401(k) accounts behind. So what should you do if you have an old 401(k)?

Ensure Your Safety Online
At Univest, we are committed to protecting your personal and financial information. As your financial partner, we strive to provide you with the tools you need to manage and safeguard your assets. Awareness is one of the best ways to help protect against fraud and identity theft. Please visit to learn more.

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