Solutions For Every Investor
No matter what type of investor you are, let one of our experienced Financial Advisors sit down and review your investment objectives to help you better formulate a more effective financial plan. If you are still unsure whether you need the help of a Univest Investments Financial Advisor, here are the types of investors that we typically deal with:
“I have enough investments, but I don’t have the time to watch them…”
If you are a seasoned investor looking for guidance, allow one of our Financial Advisors to review your current allocation and make sure they are aligned with your goals and risk objectives. Remember, a second pair of eyes never hurts. To learn more about our experienced Financial Advisors, click here:
“I know I need to invest, but how do I do it the right way…”
Other investors are not as experienced, and they do not want to go at it alone. They want to count on a trusted advisor to guide them to investments that are appropriate for their stage in life and risk. If this describes you, then Univest is the right fit for you. To learn more about our experienced Financial Advisors, click here:
“I never had to deal with this before--I don’t know where to begin…”
Throughout our life, we will come across many financial scenarios that will require the use of an experienced professional to guide you in the right direction. Some of those events are:
- Retirement
- Sale of Real Estate
- Legal/Insurance Settlement
- Inheritance
Having a dependable and knowledgeable Financial Advisor could be one of the most important things you do to help you through life’s changes. To learn more about our experienced Financial Advisors, click here:
Other investors are most concerned with managing the assets they have accumulated.
As their wealth grows, they want to make sure they keep what they have earned over their lives. Their goals might be to finance a well-deserved retirement, to give their grandchildren a start in life or to support a favorite charity. They may be looking for someone to manage their wealth for them, or perhaps they're interested in protecting their wealth and their heirs through trusts and estate planning strategies. Univest is the right choice for investors with more than $250,000 in investable assets. Learn more about the Wealth Management and Trust services offered through Univest National Bank and Trust Company by clicking here
Securities and insurance products are offered through Univest Investments, Inc., Member FINRA and SIPC, a licensed subsidiary of Univest Corporation of Pennsylvania. They are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including possible loss of principal amount invested.