Broker Check
Jeffrey Bingham,&#160;CLU<sup>&#174;</sup>,CFP<sup>&#174;</sup>,CASL<sup>&#174;</sup>

Jeffrey Bingham, CLU®,CFP®,CASL®

Wealth Management Advisor
1290 Broadcasting Road #122
Wyomissing, PA 19610
(484) 509-0064

Jeffrey works with his clients is to help 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 in order to maximize wealth, reduce inefficiencies and transfer costs, while protecting them from risks and exposures. 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 with First Financial Group since 2009, and in the Financial Services industry for 25+ years. He honorably served in the United States Marine Corps for 4 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 near Adamstown with their dog, Enola. They spend as much time as possible with their daughter, her husband, and their brand new 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.

Time to schedule your annual review or spend some time examining your finances? Have a question?                 Fill out this form to get in touch with Jeffrey.

Thank you!


Business Planning

Wealth Management

Wealth Accumulation

Wealth Protection & Wealth Distribution

Retirement Plans

Financial Wellness Programs

Personal Financial Planning

Risk Management


College Funding & Planning

Disability Insurance

Business and Personal Plan Integration

Goal Planning

Portfolio Management

Cash Flow Planning

Business Strategies

Business Strategies

Connecting the dots to protect and grow both your business and personal balance sheets.

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Personal Strategies

Personal Strategies

Life is unpredictable. You need a strategy that builds and protects, no matter what happens.

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Living Confidently

Living Confidently

Living Confidently empowers you to take ownership of your decision-making, and prepare for the future.

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The Living Balance Sheet<sup>&#174;</sup>

The Living Balance Sheet®

Innovative thinking & advanced web technology to help you achieve financial balance.

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Interactive Tools & Resources

<p>Infographic: Life Insurance: The Basics</p>

Infographic: Life Insurance: The Basics

A reassurance that you can live life to its fullest, knowing your family will be financially protected when you pass away.
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<p>Comparing Mortgage Terms</p>

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.
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<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 7101 Wisconsin Avenue, Suite 1200, Bethesda, MD 20814, 301.907.9030. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, New York. PAS is a wholly-owned subsidiary of Guardian. First Financial Group is not an affiliate or subsidiary of PAS or Guardian.The Chartered Advisor for Senior Living® (CASL®) designation is issued by The American College. 

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