UVEST

UVEST is Willow Financial Bank's service partner in Southeastern Pennsylvania, offering brokerage services from the convenience of the Bank office and the Internet. UVEST gives Bank customers the ability to integrate their investment efforts by providing more convenient access to market investments. Bank clients can check their account activity, balances and market value from the convenience of an Internet-capable PC any time of the night or day.

Investing for retirement, college funding, tax minimization, and risk management often require expert help to get the desired results. We offer an investment solution that simplifies the process by providing an integrated solution. We provide personalized financial services exclusively for our customers. Your benefit is access to a complete range of financial products and services, including:

*May be subject to federal alternative minimum tax.

We can arrange for a no-obligation appointment with a licensed, registered Investment Advisor. They’ll help you identify your short- and long-term needs – even review your existing financial plan – and tailor a recommendation to your investment goals. This one-to-one approach provides the insight, objectivity and discipline needed to manage your investment portfolio’s risk and return.

UVest Representatives

Investment, Insurance and Annuity Products are:

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.