Holistic Financial Services
1290 Broadcasting Road
Wyomissing, PA 19610
P: (610) 655-5140
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.
Wealth Protection & Wealth Distribution
Financial Wellness Programs
Personal Financial Planning
College Funding & Planning
Business and Personal Plan Integration
Cash Flow Planning
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Financial guidance for who you are and where you are, in life.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."