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Home > Financial Services > Stock Brokers > Univest Investments, Inc.

Univest Investments, Inc.

Univest Investments, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

The firm is a vital, growing company with deep ties to its local communities. In 2006, they celebrated a milestone year of service to their communities. Their rich history is enhanced by their desire to remain close to their customers, so they can deliver excellent service and solutions to meet their financial needs. Their financial solutions for life include banking, insurance, investments, trust, wealth management, and mortgage banking solutions.

Throughout their 130 years, they have become one of the strongest locally based financial institutions in southeastern Pennsylvania because they believe in innovation and performance, using technology to improve the products they offer, but never forgetting the warm, personal service so important to their customers.

As they continue to be a leader in the markets they choose to serve, they remain close to their customers, strengthening their existing relationships and building new ones. They take pride in being an organization that offers their customers an expanding scope of services while maintaining traditional beliefs and a determined commitment to the community.

The company is good at what ever they do and that is demonstrated by the fact that they have one of the highest client retention rates in the technology services industry. Their clients' success is mirrored in the company’s own financial performance. The Company has achieved record growth with revenues climbing thirty percent annually.

The company has committed themselves to the success of the business, to the pursuit of excellence, to the safety of employees, and to providing industry leading quality of service to customers. They have a strong tradition of leadership, service and contributions. Their mission is bringing comfort to customers, supporting business and commerce, and building strong communities.

They seek to achieve superior customer satisfaction through innovative products, comprehensive health and related benefits choices, effective service and easy to understand information.

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