As market volatility continues, how should you navigate your finances? Christopher Briscoe, CFP?, CTFA, Director of Financial Planning at Girard, a Univest Financial Wealth Division, joined PHL17 to share some tips: https://brev.is/FuGsr Disclosure: https://brev.is/JcsWQ
Girard, a Univest Wealth Division
金融服务
Souderton，PA 667 位关注者
Wealth solutions for your life. We focus on what you value, not on what you're worth.
关于我们
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.
- 网站
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https://www.meetgirard.com
Girard, a Univest Wealth Division的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Souderton，PA
- 类型
- 私人持股
- 创立
- 1996
- 领域
- Investment Management、Financial Planning、Retirement Planning和Estate Planning
地点
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主要
获取路线
US，PA，Souderton，18964
Girard, a Univest Wealth Division员工
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JD Smith
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Renee Bowen
Vice President: Financial Operations
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Marc Balcer, CFA?, MNPL
Director, Investment Strategy and Client Portfolio Manager at Girard
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Chris Powers MBA
Senior manager, sales leader, and financial advisor. Looking to work with people to help them realize their goals and achieve financial success.
动态
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As financial complexities come up, how can you ensure you are maximizing your relationship with your advisor? Chris Powers MBA, Managing Director of Relationship Development at Girard, a?Univest?Wealth Division, shared tips with MarketWatch:?https://lnkd.in/eFUW3kpV Disclosure:?https://lnkd.in/eq5bQJq9
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If you’re a business owner who offers their employees a retirement plan, it's not enough to simply set it up and let it run on autopilot. It is your responsibility to ensure that your plan remains competitive, cost-effective and compliant, which requires regular attention and evaluation, a process known as benchmarking. Check out the article on our website to learn more: https://brev.is/aQ0KC
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Are you on track for a comfortable retirement? Check out this article that discusses how much is needed considering today's costs: https://brev.is/53oi7
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Girard’s Investment Research Team follows a five-step process to create an appropriate approach that takes into account specific needs. Learn about how the team uses their comprehensive understanding of a client’s financial goals to create an investment strategy: https://brev.is/yaWvF
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What can investors expect for stocks in 2025? Timothy Chubb, Chief Investment Officer at Girard, a Univest Wealth Division shared his insight in an appearance on CNBC’s "3 Stock Lunch" segment: https://lnkd.in/dhewj7C3 Tim Chubb holds financial interests in Fortinet and Uber. Girard invests in all of these stocks as part of a financial plan for its' clients. Disclosure: https://lnkd.in/eq5bQJq9
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Emily Safford, CFP?, Vice President and Wealth Advisor at Girard, a Univest Financial Wealth Division, discusses why market downturns are also a good opportunity to evaluate your financial position more broadly in an interview with Money: https://lnkd.in/ggzcXtjK Disclosure: https://brev.is/JcsWQ
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Are you a business owner considering a sale? It isn’t just about securing the highest price; it’s about planning for what comes next. In this article, we explore the importance of exit planning: https://brev.is/jj9WY
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It is important to consider spending behavior in retirement. Christopher Briscoe, CFP?, CTFA, Director of Financial Planning at Girard, a Univest Wealth Division, shared insight on how advisors can guide their clients to spend their money more efficiently in this article in Financial Planning. https://brev.is/sSqsx Disclosure: https://brev.is/JcsWQ
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When it comes to planning for retirement, many Americans believe that $1 million is enough to live comfortably through their golden years but out advisors have found that $3 million may be a better goal for those seeking financial security in retirement. Check out this article to learn why: https://brev.is/xwZZX
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