Life's a journey, live it well.
When it comes to financial goals and priorities, everyone's situation is different. No matter what stage of life you're in, it's important to plan for life's pivotal moments. Whether it's sweet 16's, college bills, weddings, retirement, grandchildren or your legacy, our trusted financial advisors use a consultative approach to understand your needs and provide customized solutions based on a solid foundation of expertise.
Planning for the future may seem like a daunting task. Our trusted financial advisors will take time to understand your financial goals and align personalized investment solutions to help you achieve them.
As your wealth grows and finances become more complex, Univest can help you preserve what you have built. Whether you're looking for high growth or capital preservation, your Univest Wealth Advisor will provide advice and access to quality investments, to help meet your goals.
An important component of your financial plan is selecting a trustee to oversee your finances when you no longer can. At Univest, our priority is to assess your objectives and establish an optimal financial program to meet your unique needs and create a lasting legacy.
If you would like to plan for your pivotal moments, simply submit your information below and one of our trusted financial advisors will contact you within one business day.
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, 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.