Univest Financial

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Univest Financial, 986 Bethlehem Pike, Montgomeryville, PA.

09/04/2024

It's weird for your bank to ask your take on the pumpkin spice debate 🎃☕ ... almost as weird as it would be for a bank to ask for your PIN in a phone call. Univest will NEVER reach out to ask for your confidential information. Learn more about how to prevent being the victim of fraud in our Security Center: https://brev.is/C2TLF

09/04/2024

Our SBA Lending team continues to be a helpful partner for businesses across our markets! See what's possible with Univest's SBA Lending Team. Call us at 215-721-2460 or learn more at: https://brev.is/JJG8M

09/03/2024

Exciting news! Univest’s drive-up banking location will be re-opening in Souderton on September 9, 2024. It will be located at 15 Washington Avenue and open Monday through Friday from 8:00 a.m. - 5:00 p.m. In addition to personal assistance from members of the Univest Family, the drive-up will also include a full-service ATM and night drop depository. We look forward to serving our customer’s banking needs here in our hometown with this convenient option!

09/03/2024

is made up of 18 Fundamentals that describe the daily practices that bring our culture to life. Each week we highlight one of these best practices to reinforce our commitment to the Univest Way and drive our continued success. Check out this week's fundamental!

09/02/2024

Happy ! All Univest financial centers and corporate offices will be closed today, September 2. We will resume regular business hours tomorrow, September 3.

08/29/2024

When creating a trust, naming the trustee is a very important decision. In this video, two of our most experienced trust officers discuss how to choose a trustee and how individual and professional trustees work together.

For more information on setting up a trust or changing your trustee, reach out to one of our experienced advisors here: https://www.meetgirard.com/s/schedule-an-appointment

08/29/2024

Whether you’re starting a college fund, planning for a new kitchen, or setting money aside to retire, it pays to plan ahead. Earn 4.75% Annual Percentage Yield on a 7-month CD with this limited time offer. Learn more at: https://brev.is/3cmzv

08/28/2024

See what’s possible for your career when you join Univest. We value our employees' career advancement and offer a competitive benefits package! Learn more today at: https://brev.is/aliDd

08/28/2024

We're excited to be helping businesses across our markets! See what's possible with Univest's SBA Lending Team. Call us at 215-721-2460 or visit https://brev.is/pMl6x

08/27/2024

New backpack 🎒✅, fresh clothes 👚✅, and (ugh) new phishing scams? đŸ˜± Get an A+ in scam-spotting this school year by educating yourself on how to remain diligent about protecting your identity. Learn more by visiting our Security Center: https://brev.is/ttwA1

08/27/2024

When starting the homebuying process, you need to be informed about the various factors that will impact your ability to secure mortgage financing. Check out this article for insight on importance of credit and the role it plays in your homeownership dreams: https://brev.is/GqRY5

08/26/2024

It is paws-itively the best day of the year, fur-real! It's ! đŸ¶ Univest sends all of our puppy-love to all of our four-legged friends today.

08/26/2024

Despite social influences, increased employer awareness and legislative efforts, employees continue to experience inappropriate, harassing and illegal behaviors at work. While the traditional workplace setting remains the primary location for harassment, with up to an 80% incidence rate, online harassment and cyberbullying trends continue to rise.

Join the Univest Insurance HR Consulting team for the next complimentary session in our Lunch & Learn series that promises to be interesting and informative. Register today: https://brev.is/qJhNa

08/23/2024

We are grateful to be able to serve as a partner for our business customers like Dillon Weitkamp, President of Lefever Electric, who shared, “Univest proved that they listen and displayed a genuine interest in enhancing my business and achieving my goals.”

See what’s possible for your business with Univest: https://brev.is/tdbuj

08/22/2024

We are excited to announce Stephanie Penfield has earned Presidents Club status for being a 2024 top producer for Univest Home Loans. Congratulations on the success and thank you for the exceptional service you provide to our customers!

08/22/2024

We had a blast volunteering at Musikfest! Univest is proud to support ArtsQuest mission of providing access to art, culture and educational programs for the diverse residents of the Lehigh Valley.

08/21/2024

In honor of , we extend our heartfelt thanks to our senior customers. Your loyalty has been a foundation of our success. In addition to supporting your financial journey, we’re here to help you stay vigilant against fraud. Check out the security center on our website for important information: https://brev.is/eGTXu

If you are ever concerned about a message, transaction or financial request, the staff in our Financial Centers and Customer Care Center are here to help!

08/21/2024

What a fresh deal! Learn more about SBA loans and see what’s possible for your business with Univest. Call us at 215-721-2460 or visit https://brev.is/F8fuH

08/20/2024

As part of our summer internship program, we arranged a volunteer project at Generations Of Indian Valley. Our team of interns rolled up their sleeves to do some landscaping and also served lunch to members. It was a great day embracing the spirit of partnership and caring across generations.

08/16/2024

Join us in welcoming Travis Sanchez to the ! He joins us as Manager of our Greenspring Valley Financial Center, bringing a decade of experience in the financial services industry to his role.

"I am excited to join Univest on the mission of making a positive impact in the lives of clients, associates, and members of the community. I find inspiration from those who share the ambition of serving others.”

08/15/2024

For small businesses, it is important to set goals aimed at short and long-term success. Check out this article for more insight into the four things to do this year to prioritize the health of your small business:
https://brev.is/xLva2

08/14/2024

Learn more about SBA loans and see what’s possible for your business with Univest. Call us at 215-721-2460 or visit https://brev.is/yW1Mt

08/14/2024

We are excited to welcome James Lucchesi to the as an Employee Benefits Consultant at Univest Insurance.

"What excites me about joining the Univest team is the potential for personal and professional growth. I look around and see how much people enjoy working here and how many people are thriving in their roles. It fuels me knowing that I am joining a company that appreciates their employees which is evident by the sheer number of people who have worked here for more than a decade."

Join us in welcoming James to the !

08/13/2024

Whether you’re starting a college fund, planning for a new kitchen, or setting money aside to retire, it pays to plan ahead. Earn 4.75% Annual Percentage Yield on a 7-month CD with this limited time offer. Learn more at: https://brev.is/TEMLZ

08/09/2024

In a world where nearly half the global population faces national elections in 2024, investors are understandably concerned about the potential impact on markets. Watch this video from Marc Balcer, Director of Investment Strategy for Girard, a Univest Wealth Division, as he dives into the complex relationship between U.S. elections and stock market performance, challenging common assumptions and revealing surprising insights.

08/08/2024

Members of the had a rockin' time at the Univest Performance Center. 🎾 đŸŽ” đŸ„ Shout out to the Borough of Quakertown Parks & Recreation Department for putting on the awesome Sounds of Summer Concert Series! Check out the August line-up & get tickets at: https://brev.is/TtjY8

08/07/2024

Our SBA Lending team continues to be a helpful partner for businesses across our markets! See what's possible with Univest's SBA Lending Team. Call us at 215-721-2460 or learn more at: https://brev.is/YqRmS

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986 Bethlehem Pike
Montgomeryville, PA
18936

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 5pm
Friday 8am - 6pm
Saturday 9am - 1pm

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