We focus on what you value, not on what you’re worth
In an era driven by technology, we still believe in the value of the human connection. Girard is more than a name; it’s a promise to deliver service that’s true to our character.
Relatable
We’re financial advisors, but we’re people first. People who are passionate about getting to know you. We understand the importance of achieving your financial aspirations and leaving a legacy for future generations. When we work together, we never lose sight of what you value most.
Trustworthy
As a fully independent wealth management firm, we offer objective, unbiased advice. Our affiliated registered investment advisors also adhere to a fiduciary standard that requires us to act in your best interest.
Transparent
We’re sincere, honest, and unambiguous. Period.
Modern
Our person-to-person approach is rooted in tradition, but our solutions and technologies are designed to meet the demands of today.
Girard is large enough to support you through a lifetime and small enough to truly care — a winning combination that’s been helping individuals, businesses, and families achieve their financial dreams for generations.
Girard is a marketing name used by Univest Financial Corporation to provide (1) investment and wealth management, fiduciary services and trust services through its subsidiary Univest Bank and Trust Co., (2) specific fiduciary and investment advisory services through Girard Advisory Services, LLC (3) securities products, insurance products and brokerage services through Girard Investment Services, LLC, a registered broker-dealer and member of FINRA (Opens in a new Window) and SIPC (Opens in a new Window), and a licensed insurance agency, and (4) investment management and related products and services to Pennsylvania municipal entities through Girard Pension Services, LLC.
Company Details
- Employees
- 64
- Founded
- -
- Address
- Souderton, Pa 18964, Us
- Phone
- +1 610-228-2805
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- meetgirard.com
- HQ
- Souderton, PA
Girard, A Univest Wealth Division Questions
Girard, A Univest Wealth Division's helpline number is +1 610-228-2805
Girard, A Univest Wealth Division's website is meetgirard.com
Girard, A Univest Wealth Division's LinkedIn profile is https://www.linkedin.com/company/meet-girard
Girard, A Univest Wealth Division has
64 employees.
View email and phone details for 64
employees at Girard, A Univest Wealth Division.
Girard, A Univest Wealth Division's industry is
Financial Services
Girard, A Univest Wealth Division's top competitors are
Sei,
Docs Place,
Shepherd Wealth Management,
Bny Pershing,
Vanguard,
Montchanin Builders,
Atlantic Group,
Girard Wealth Management Group,
Polaris Fos,
Univest.
Girard, A Univest Wealth Division's categories are Financial Services
Girard, A Univest Wealth Division's founding year is 1996
