Univest

Univest is a regional bank that is now also a full-service financial services provider that provides a wide range of financial and banking services. The company uses the banking, wealth management, and insurance areas to run its business. The Banking section offers a variety of banking services to individuals, corporations, governments, and nonprofit organizations, including deposit taking, loan origination, servicing, mortgage banking, other general banking, and equipment leasing finance. Univest was established in 1976 by Jeff Schweitzer in Souderton, Pennsylvania.

Jeffrey Schweitzer

President and CEO

7 past transactions

Fox Chase Bancorp, Inc

Acquisition in 2015
Fox Chase Bancorp, Inc. is a holding company for Fox Chase Bank (the Bank). The Bank operates as a community-oriented financial institution offering traditional financial services to consumers and businesses in its market areas. The Bank attracts deposits from the general public and uses those funds to originate one- to four-family real estate, multi-family and commercial real estate, construction, commercial and consumer loans, which the Bank generally holds for investment. The Bank also maintains an investment portfolio. The Company maintains two offices in Montgomery County, Pennsylvania, one office in each of Philadelphia, Chester and Delaware Counties, Pennsylvania and three offices in Bucks County, Pennsylvania. During the year ended December 31, 2011, the Bank established Davisville Associates, LLC and 104 S. Oakland Ave., LLC as wholly owned subsidiaries.

Valley Green Bank

Acquisition in 2014
Valley Green Bank provides banking services for business, professional, and individual customers in the Delaware Valley. Its personal banking products and services include personal checking and savings accounts, money market accounts, kids savings accounts, certificates of deposits (CDs), individual retirement accounts (IRAs), debit cards, and safe deposit boxes; mortgage loans, home equity lines of credit, home improvement loans, and consumer loans; and online banking and bill pay, e-Statements, overdraft transfer, and telephone banking services.

Girard Partners

Acquisition in 2013
Girard Partners, a wealth management advisory company, provides wealth management solutions to individuals, their families, and businesses. The company offers investments, financial planning, and wealth protection services. It provides services in the areas of wealth management planning and analysis, investment strategy and portfolio management, and assets and financial relationships coordination; asset allocation and diversification, risk management, insurance planning, and tax minimization strategies; retirement planning and income strategies, education funding, business planning, and charitable giving; and estate planning, trust consultation, and multi-generational wealth transfer.

John T. Fretz Insurance Agency

Acquisition in 2013
John T. Fretz Insurance Agency, an independent insurance agency, provides home, auto, business, personal, and life insurance.

Javers Group

Acquisition in 2012
Javers Group specializes in human resources management and employee benefits outsourcing services for various businesses. The company offers a comprehensive range of HR services, including HR assessments, administration, recruiting and onboarding, compensation management, benefits programs, and employee relations. Additionally, Javers Group focuses on performance management, employee development and training, and safety and health initiatives. Their offerings extend to on-site HR management, organizational design, affirmative action planning, and payroll administration solutions, ensuring that companies have the necessary support to effectively manage their human resources and enhance employee engagement.

Trollinger Consulting Group

Acquisition in 2008
Trollinger Consulting Group is an independent firm based in Allentown, Pennsylvania, specializing in actuarial, administrative, consulting, compliance, and investment counseling services. The company primarily serves municipal pension plan clients, offering tailored solutions to meet their unique financial and regulatory needs. With a focus on providing comprehensive support, Trollinger Consulting Group aims to enhance the management and sustainability of pension plans through expert guidance and strategic advice.

Donald K. Martin & Co.

Acquisition in 2004
Donald K. Martin & Co. is a property and casualty insurer company.
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