Jeff Bingham
Jeffrey Bingham, CLU®, CFP®, CASL®
Holistic Financial Services
1290 Broadcasting Road
Wyomissing, PA 19610
P: (610) 655-5140
E: jeffrey@holisticfinancial.services
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.
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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