Broker Check

Jeffrey Bingham, CLU®, CFP®, CASL®


Holistic Financial Services

1290 Broadcasting Road

Wyomissing, PA 19610

P: (610) 655-5140

E: jeffrey@holisticfinancial.services

www.jeffreybinghamcfp.com

Schedule time to meet with Jeffrey

Jeffrey works with his clients to ensure that they have winning financial strategies that will support their lives and help them attain their dreams. By working with them in their personal and business financial worlds, Jeffrey educates and helps his clients implement strategies that are available to them to maximize wealth for their future, while protecting their todays. The ultimate goal of this work is to help them attain and maintain financial balance which includes being financially secure and financially free.

Jeffrey has been in the financial services industry for more than 29 years. He honorably served in the United States Marine Corps for four years and attended the University of Oregon. Before becoming a Financial Representative, Jeffrey was a professional theatre, film, and television actor in New York City for almost two decades.

Jeffrey and his wife, Veronica, live in unique Stoudsburg Village in  Adamstown with their dog, Enola. They spend as much time as possible with their daughter, her husband, and their grandson. Jeffrey is a thoroughly obsessed and completely mediocre tennis player. Other interests include theatre, film, and the outdoors. He is a non-stop reader.

Registered Representative and Financial Advisor of Park Avenue Securities. Financial Representative of Guardian® All investments contain risk and may lose value. No investment strategy can ensure security, assure profit, or guarantee against loss.

Is it time to schedule your annual review or spend some time examining your finances? Fill out this form to get in touch with Jeffrey.

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Areas of Focus

Business Planning

Wealth Management

Wealth Accumulation

Wealth Protection & Wealth Distribution

Retirement Plans

Financial Wellness Programs

Personal Financial Planning

Risk Management

Investments

College Funding & Planning

Disability Insurance

Business and Personal Plan Integration

Goal Planning

Portfolio Management

Cash Flow Planning

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