Joel has developed a solid reputation within his profession and has spoken to industry organizations in Pennsylvania, Tennessee, Virginia, West Virginia, Nevada, Ohio, Utah, North Carolina, New York, Georgia, Delaware, New Jersey, Massachusetts, Washington DC, Maryland, South Dakota, Texas, Sydney Australia, Cayman Islands, Orlando Florida, and Banff Alberta Canada!
“What makes BIRE Financial Services so special, are the principals and principles.
He is currently a member of the Montgomery County Estate Planning Council, The Society of Financial Service Professionals, Financial Planning Association, National Association of Insurance and Financial Advisors, and the American Society of Pension Professionals and Actuaries.
Joel Goodhart Chief Executive Officer, Chief Financial Officer Accredited Investment Fiduciary ® Registered Representative of Parkland Securities, LLC Member FINRA/SIPC Phone: 610-825-4066 Fax: 610-825-4625 E-mail: [email protected] has been in the financial services industry since 1976 and is the founder of BIRE Financial Services.
Joel has been in the Financial Services Industry since 1976 and is a founder of BIRE Financial Services.
He is a member of the Society of Financial Service Professionals, the Greater Philadelphia Association of Insurance and Financial Advisors, the Montgomery County Estate Planning Council, the Montgomery County Bar Association.
Our mission statement guides us in our daily activities and allows us to assist our clients in virtually all of their financial needs”.
An early riser, Joel who has attained his Accredited Investment Fiduciary (AIF ®) designation, is usually in the office at around am each morning, looking after his clients’ interests, and helping them achieve their financial goals.