Jeff Garrison

Jeff Garrison
Virtual Premier Banker

920 West Broad St.

Bethlehem, PA 18018

About me

Background

I am a Virtual Premier Banker with Truist and serve the Pennsylvania market.  I work to inspire and build better lives and communities for my Clients and their families through quality service and comprehensive Financial Planning. Helping my Clients identify, achieve, and feel confident in their financial goals is both my passion and the most rewarding part of being a Premier Banker.  This passion led me to becoming a CERTIFIED FINANCIAL PLANNER™ in 2023.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Finance - Financial Planning Track
DeSales University

Personal interests

As a new father, when not at work I enjoy spending time with my family.

Specialties

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

Locations

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