Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co., providing a variety of financial services primarily in Pennsylvania. The company is organized into three main segments: Banking, Wealth Management, and Insurance. The Banking segment offers services such as deposit accounts, loan origination and servicing, mortgage banking, and equipment lease financing for individuals, businesses, municipalities, and nonprofits. Wealth Management encompasses trust and investment advisory services, as well as management of private investment accounts. The Insurance segment provides commercial property and casualty insurance, group life and health coverage, and personal insurance options. With a focus on serving customers across multiple counties in Pennsylvania and parts of New Jersey, Univest operates 39 banking offices. Established in 1876 and headquartered in Souderton, Pennsylvania, Univest is committed to delivering tailored financial solutions and maintaining strong connections with the communities it serves.
Fox Chase Bank is a community-oriented financial institution that provides traditional banking services to consumers and businesses in Pennsylvania and parts of New Jersey. Established in 1866 and operating from its main office in Hatboro, Pennsylvania, the bank has multiple branch locations throughout Bucks, Montgomery, Chester, Delaware, and Philadelphia Counties, as well as in Atlantic and Cape May Counties, New Jersey. Fox Chase Bank attracts deposits from the public and utilizes these funds to offer a range of loans, including one- to four-family real estate, multi-family and commercial real estate, construction, and consumer loans, which are typically held for investment. The bank also maintains an investment portfolio and has established wholly owned subsidiaries to enhance its financial services.
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, 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 specializes in human resources management and benefits outsourcing services for businesses. The company offers a comprehensive range of HR services, including HR assessment, administration, recruiting, onboarding, and employee relations. It also focuses on performance management, employee development and training, as well as safety and security measures. In addition, Javers Group provides tailored payroll and HR administration solutions, such as payroll processing and implementation support. By addressing various HR needs, the company helps organizations enhance their workforce management and optimize employee benefits.
Trollinger Consulting Group provides actuarial, administrative, consulting/compliance, and investment counseling services to municipal pension plan clients in Pennsylvania.
Donald K. Martin & Co.
Acquisition in 2004
Donald K. Martin & Co. is a property and casualty insurer company.
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