Mercer Herzog Wealth Advisors

Univest Bank and Trust Co. is a FDIC-insured financial institution dedicated to providing comprehensive financial solutions for businesses and individuals. Their services include business checking accounts, loans, treasury management, and insurance, all designed to empower clients to optimize their financial goals. With a strong emphasis on relationship management and personalized service, Univest aims to add value through direct, practical solutions tailored to each customer's needs. Their partnership with experienced advisors at Girard enhances their wealth management offerings, ensuring clients receive high-touch financial strategies. Generated from the website

SES Advisors Inc is a reputable company based in Allentown, PA, specializing in providing comprehensive advisory services to businesses and individuals. With a focus on financial planning and employee stock ownership plans (ESOPs), the company offers tailored solutions to meet the unique needs of each client. Driven by a commitment to excellence and client satisfaction, SES Advisors Inc prides itself on delivering expert guidance and strategic insights to help clients achieve their financial goals. With a team of experienced professionals, the company is dedicated to providing personalized and reliable services to support clients in navigating complex financial decisions. Generated from their business information

In operation for more than 30 years, Cornerstone Advisors offers a range of wealth and asset management services. It provides business development and succession and estate planning solutions. The firm serves several individuals and privately held businesses. Cornerstone Advisors also offers institutional investment consultation and insurance and compensation planning services. The firm operates Cornerstone Advisors Asset Management, which provides asset allocation modeling, investment policy development and portfolio optimization solutions. It offers various planned giving services. In addition, Cornerstone Advisors provides individual and family financial planning and consultation solutions. It offers information technology and document and security management services. The firm is a wholly owned subsidiary of Harleysville National Bank.