Financial Planning
Financial planning provides a vision to help you define your
financial goals, discipline to set forth a plan of action and
diligence to maintain and improve it with time. Univest's Certified
Financial Planners have the expertise necessary to help you
approach your financial planning in an effective, successful
manner.
We offer a comprehensive web-based financial planning service
called Uwealth. This service offers data aggregation, secure online
document storage, investment and retirement planning as well as
opportunity reports. Uwealth can also generate scenario plans to
help you decide the best way to manage and maintain all your
finances.
Investment products offered by Univest Bank and Trust Co.'s
Wealth Management and Trust Division and Univest Investments, Inc.,
member FINRA and
SIPC, a licensed broker dealer and investment advisory subsidiary
of Univest Corporation of Pennsylvania, are not insured by the FDIC
or any federal government agency, are not a deposit or other
obligation of or guaranteed by the depository institution, and are
subject to risks, including possible loss of principal amount
invested.