Financial Representative of Holistic Financial Services
JEFFREY BINGHAM
CFP®,CLU®,CASL®
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 11350 MCCORMICK ROAD, EXECUTIVE PLAZA III, SUITE 202, HUNT VALLEY MD, 21031, 667-3180801. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Holistic Financial Services is not an affiliate or subsidiary of PAS or Guardian. 8409388.1 Exp 9/27
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where Jeffrey comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—he has the tools and background to provide the services that may fit your needs.
Jeffrey’s personal goal is to provide you with guidance that can help you understand and better define your financial goals. He works hard to create a mutually beneficial and respected long-term relationship with his clients and their families.
As a member of the community for several years, he takes pride in knowing that he has helped many people pursue the type of financial future they dreamed about.