Skip to content

Holistic Financial ServicesFinancial advisor in Wyomissing, PA

Holistic Financial Services is a financial advisor at 1290 Broadcasting Rd Ste 122, Wyomissing, PA 19610, ranked #8 of 38 financial advisors in Wyomissing and rated 5.0 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Wyomissing, PAUpdated 0 paid placements in any rankingHow we rank

Call (610) 655-5140Website ↗

Key facts

Key facts about Holistic Financial Services
Address1290 Broadcasting Rd Ste 122, Wyomissing, PA 19610Get directions
Phone(610) 655-5140
Websiteholisticfinancial.services
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Wyomissing and 4 towns within 25 miles: Reading, Ephrata, Pottstown and Lebanon.

Based in Wyomissing, PAView on map

Opening hours

Opening hours for Holistic Financial Services
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Holistic Financial Services

How is Holistic Financial Services ranked in Wyomissing?

Holistic Financial Services is ranked #8 of 38 financial advisors in Wyomissing by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Holistic Financial Services’ hours?

Holistic Financial Services is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Holistic Financial Services serve?

Serves Wyomissing and 4 towns within 25 miles: Reading, Ephrata, Pottstown and Lebanon. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Holistic Financial Services?

Holistic Financial Services has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Holistic Financial Services?

Call Holistic Financial Services on (610) 655-5140. The business is at 1290 Broadcasting Rd Ste 122, Wyomissing, PA 19610. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Holistic Financial Services? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Holistic Financial Services compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Holistic Financial Services (this business)—675.0 (6)NoNo
Hyde Financial Group LLC#6685.0 (9)——3.1 mi
Velekei Giles Financial Advisors#7675.0 (6)NoNo1.8 mi
Jonathan David Conover: Primerica - Financial Services#9665.0 (6)——1.0 mi

See all 38 ranked financial advisors in Wyomissing