SES Advisors Inc

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

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.

Mercer Herzog Wealth Advisors is a financial advisory firm based in Whitehall, PA, specializing in providing personalized wealth management services to individuals and families. With a focus on long-term financial planning and investment strategies, the firm aims to help clients achieve their financial goals and secure their financial future. Generated from their business information