Everence news
Everence office moving
New offices will be in renovated historic structure
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Souderton, Pa.
121 N Main St Suite 210
Souderton, PA 18964-1770
Click here for details on our office in Philadelphia.
Everence Financial
Hours
Appointment Hours:
Mon.-Thur. 8 a.m. - 5 p.m.
Fri. 8 a.m. - 4:30 p.m.
Sat.-Sun. closed
Phone:
(215) 703-0111
Toll-free:
(877) 420-9789
Fax:
(215) 703-0113
Meet our team
- Financial representatives
- Credit union staff
Financial representatives
Credit union staff
Randy Delp
Managing Director
Contact:
P:
(215) 703-0111
T:
(877) 420-9789
F:
(215) 703-0113
Location(s):
Souderton, PA
Matt Novak, CFA
Financial Planner
Contact:
P:
(215) 703-0111
T:
(877) 420-9789
F:
(215) 703-0113
Location(s):
Souderton, PA
Patricia Sneddon, CSA, CLTC
Financial Services Representative
Contact:
P:
(215) 703-0111
T:
(877) 420-9789
F:
(215) 703-0113
Location(s):
Souderton, PA
Maria Angelucci, CSA, CLTC
Financial Services Representative
Contact:
P:
(215) 703-0111
T:
(877) 420-9789
F:
(215) 703-0113
Location(s):
Souderton, PA
Jeffrey Godshall, CFP®, CTFA
Financial Planner
Contact:
P:
(215) 703-0111
T:
(877) 420-9789
F:
(215) 703-0113
Location(s):
Souderton, PA
Randy Nyce
Stewardship Consultant
Contact:
P:
(215) 703-0111
T:
(877) 420-9789
F:
(215) 703-0113
Location(s):
Souderton, PA
Philadelphia, PA
William S Hartman, III, JD
Vice President of Organization and Congregation Services
Contact:
P:
(717) 653-6662
T:
(800) 494-6622
F:
(717) 653-6214
Steve Schwendy, CFP®
Financial Planner
Contact:
P:
(215) 703-0111
T:
(877) 420-9789
F:
(215) 703-0113
Location(s):
Souderton, PA
Josh Gummo, CFP®
Financial Planner
Contact:
P:
(215) 703-0111
T:
(877) 420-9789
F:
(215) 703-0113
Location(s):
Souderton, PA
News
Everence news
Everence grant supports food program for kids
Chapter grant helps local students who rely on school lunches
Everence news
Everence Regional Journey Award winner for Souderton area
Everence® recognizes David D. Yoder of Harleysville
Everence news
Local students receive Everence scholarships
Sisters from Douglassville among 45 recipients for 2020 - 2021
Serving you with minimal physical contact
As communities across the country develop and implement safety guidelines for their regions, Everence® is committed to providing safe options for interactions with our professionals.
Remote and in-person services
You may still interact with our financial professionals by email or phone.
You may also schedule in-person meetings or enter the lobby for financial services, following certain safety guidelines.
Resources
Medicare Part D resources
Assistance, advice and resources to help you choose the plan that best fits your needs.
Disclaimer
Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.
Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.