Stefan Szygiel

Wealth Advisor at Girard, a Univest Wealth Division - Souderton, PA, US

Stefan Szygiel's Colleagues at Girard, a Univest Wealth Division
Lisa Ashcroft

VP, Wealth Trust Advisor, CTFA and Investment Advisor Representative

Contact Lisa Ashcroft

Ryan Roy

Vice President, Wealth Advisor

Contact Ryan Roy

David DeVita

Vice President, Wealth Advisor

Contact David DeVita

Tom Flynn

Wealth Advisor Associate

Contact Tom Flynn

Joseph Cfp

Senior Financial Advisor

Contact Joseph Cfp

View All Stefan Szygiel's Colleagues
Stefan Szygiel's Contact Details
HQ
N/A
Location
Souderton, Pennsylvania, United States
Company
Girard, a Univest Wealth Division
Stefan Szygiel's Company Details
Girard, a Univest Wealth Division logo, Girard, a Univest Wealth Division contact details

Girard, a Univest Wealth Division

Souderton, PA, US • 100 - 249 Employees
Financial Services

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. RelatableWe'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. TrustworthyAs 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. TransparentWe're sincere, honest, and unambiguous. Period. ModernOur 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.

Investment Management Financial Planning Retirement Planning Estate Planning Investment Management Financial Planning Retirement Planning Estate Planning Investment Management Financial Planning Retirement Planning Estate Planning
Details about Girard, a Univest Wealth Division
Frequently Asked Questions about Stefan Szygiel
Stefan Szygiel currently works for Girard, a Univest Wealth Division.
Stefan Szygiel's role at Girard, a Univest Wealth Division is Wealth Advisor.
Stefan Szygiel's email address is ***@meetgirard.com. To view Stefan Szygiel's full email address, please signup to ConnectPlex.
Stefan Szygiel works in the Financial Services industry.
Stefan Szygiel's colleagues at Girard, a Univest Wealth Division are Lisa Ashcroft, Ryan Roy, David DeVita, Blaine Mooney, Stephen Brodeur, Tom Flynn, Joseph Cfp and others.
Stefan Szygiel's phone number is N/A
See more information about Stefan Szygiel