Resources

Guardian®

Founded in 1860, Guardian® is known for its long-standing financial stability, customer-first structure as a mutual insurer, and focus on helping people protect their health, wealth, and future through insurance and financial planning services.

The Living Balance Sheet®

The Living Balance Sheet® is a financial planning platform and philosophy developed by Guardian® that helps individuals, families, and business owners organize, visualize, and manage their complete financial picture in one place.

Park Avenue Securities

Park Avenue Securities is a wealth management and financial services firm offering personalized guidance for investing, retirement planning, insurance, and long-term financial strategies, backed by the strength of Guardian®.

Newsletters

Catch up on past newsletters filled with insights, updates, helpful resources, and timely information designed to keep you informed and inspired. Browse our archive anytime to revisit valuable topics, discover new ideas, and stay connected with the latest news, strategies, and announcements.

Resource Videos

Leverage the Technology and Opportunity of The Living Balance Sheet®

For Your Life

Get the financial guidance to help you reach your goals.

For Your Business

Learn how to protect and grow your business.

Financial Balance®

A balance-driven long-term financial strategy is the key to financial success.

Financial Scorecard

How do your finances stack up? Get Your Scorecard Now.

Not sure where to start?

Our FAQ page can help guide you with answers to the questions we hear most often.

Phone

phone 610-655-5140
fax 717-393-6115

Location

Holistic Financial Services
1290 Broadcasting Road | Suite 122
Wyomissing, PA 19610

Jeffrey Bingham, CFP®, CLU®, CASL®
FINRA series 6, 7, 63, 65

Social

Recommended by Locals On Alignable

Park Avenue Securities Form CRS

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2025 FMG Suite.

This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.

Securities products and advisory services offered through PAS, member FINRASIPC. OSJ: 11350 McCormick Road, Executive Plaza III, Suite 202, Hunt Valley, MD 21031, (667) 318-0801. PAS is a wholly owned subsidiary of Guardian. Holistic Financial Services is not an affiliate or subsidiary of PAS or Guardian. All investments contain risk and may lose value. No investment strategy can ensure security, assure profit, or guarantee against loss.

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