Jeffrey Godshall, CFP®, CTFA

Financial Planner

Souderton, PA

P: (215) 703-0111
T: (877) 420-9789
F: (215) 703-0113

Jeff Godshall, Financial Planner

Jeffrey Godshall, CFP®, CTFA, is a Financial Planner with Everence Trust Company. Jeff is a trust and investment specialist serving on a team of financial professionals who help individuals, institutions and churches with their investment, insurance and financial planning needs.

Jeff holds the CERTIFIED FINANCIAL PLANNER™ professional designation. He is a registered investment advisor and is licensed in Pennsylvania for life insurance, long-term care insurance and fixed annuities. He earned a degree in accounting from Philadelphia University and graduated from Cannon Trust School.

Jeff and his wife, Donna, are members of Franconia Mennonite Church, where he serves on the leadership board and chairs the finance commission. He serves as board chair for The Community at Rockhill, a continuing care retirement community in Sellersville, and as a board member of Grace Inspired Ministries in Telford.

Jeff considers his career a calling and was drawn to Everence because of the organization’s legacy of stewardship values and mutual aid. Jeff strives to maintain high standards of integrity and professionalism and provide caring, personalized service.


shared__alert-error--circle

This field is required

shared__alert-success--circle

Lead collection form

Ask questions or schedule an appointment

Send Jeffrey a message, and expect to connect in the next two days to schedule an appointment or have a conversation about your financial goals.

Please correct the issues below to continue..
Your message was successfully sent!
Loading...
  • shared__alert-error--circle

    Full name is required

    shared__alert-success--circle

  • shared__alert-error--circle

    Email address missing or incorrect format

    shared__alert-success--circle

  • shared__alert-error--circle

    Subject is required

    shared__alert-success--circle

  • shared__alert-error--circle

    Message is required

By sending this message, I am authorizing your agency to contact me at the email address I've provided regarding matters related to me and/or my family, even if I have previously registered on a Do Not Call registry. If I want to withdraw this authorization, I may do so at any time by submitting a request in writing.

Disclosure

Advisory services and securities may be offered through a third-party registered investment advisor or registered broker-dealer that is not affiliated with Everence Trust Company. Investments and other investment-related and/or securities products are not NCUA or otherwise federally insured, may involve loss of principal and are not guaranteed.


Jeffrey Godshall, CFP®, CTFA is licensed to discuss and/or offer financial services and/or products to residents of PA.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.