Edward Jones - Financial Advisor: Lenora T Trachsel, CFP®|CEPA®|AAMS®
5.03 reviews
Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Lenora T Trachsel, CFP®|CEPA®|AAMS®
201 Boston Square, Georgetown, KY
40324, United States
Hours
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- ARAndre RegardMay 9, 20245.0Lenora and her team do a great job. They are always very helpful and quick and efficient.
- JPJoey PattersonSep 14, 20215.0Lenora’s team has made this whole process super easy for me. The website is easy to navigate and understand and they are extremely responsive and their follow up is second to none.
Frequently Asked Questions About Edward Jones - Financial Advisor: Lenora T Trachsel, CFP®|CEPA®|AAMS®
What services does Edward Jones - Financial Advisor: Lenora T Trachsel provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with tailored advice through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Lenora T Trachsel?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Lenora T Trachsel located?
The office is located at 201 Boston Square, Georgetown, KY 40324, USA.
How can I contact Edward Jones - Financial Advisor: Lenora T Trachsel?
You can call them at +1 502-863-2057 or email lenora.trachsel@edwardjones.com.
Can I schedule a consultation online with Edward Jones - Financial Advisor: Lenora T Trachsel?
Yes, you can schedule a consultation through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/lenora-trachsel/contact/.
Which nearby financial services are close to Edward Jones in Georgetown?
Nearby financial services include another Edward Jones office, Chester Muir accounting and financial advising, and Just For You Home Loans mortgage broker.
Are there healthcare facilities near Edward Jones in Georgetown?
Yes, nearby healthcare providers include Healthcore Family Practice, Central Kentucky Bariatric & Pain Management, Stan Scalf DMD dental care, and Georgetown Family Chiropractic.
What local businesses near Edward Jones could be helpful for home services?
Nearby home service businesses include Crisp Construction Co. for building supplies, Mr. Appliance of Georgetown for appliance repair, and Protect Your Home - ADT Authorized Dealer for home security.
Does Edward Jones - Financial Advisor: Lenora T Trachsel offer mobile apps for clients?
Yes, they provide mobile apps available on both Android and iOS platforms to help manage investments and financial planning.
What languages are spoken at Edward Jones - Financial Advisor: Lenora T Trachsel?
They provide financial advisory services in English.