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: Tracy V Regalia, AAMS®|CRPC™
59 Ruland Rd, Kearneysville, WV
25430, United States
Hours
Reviews
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- BPBrackens PaintingMay 2, 20255.0Friendly and professional incite with my wealth building journey. Keeps me calm when the market is down and motivated when it's time to invest. They are also working with me in reference to the benefits available for my employees. Tracy and Dakota deliver a wonderful service.
Frequently Asked Questions About Edward Jones - Financial Advisor: Tracy V Regalia, AAMS®|CRPC™
What personalized financial services does Edward Jones - Financial Advisor: Tracy V Regalia offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Tracy V Regalia?
The office is open Monday, Wednesday, and Friday from 8:00 AM to 5:00 PM, and Tuesday and Thursday from 8:00 AM to 7:00 PM. It is closed on Saturdays and Sundays except by appointment.
How can I schedule an appointment with Tracy V Regalia at Edward Jones?
Appointments can be scheduled through the Edward Jones website contact page specific to Tracy Regalia's office.
What is the contact phone number and email for Edward Jones - Financial Advisor: Tracy V Regalia?
You can reach the office at +1 304-707-0103 or email tracy.regalia@edwardjones.com for inquiries.
Does Edward Jones - Financial Advisor: Tracy V Regalia provide services in any languages other than English?
Currently, services are offered exclusively in English.
Where is Edward Jones - Financial Advisor: Tracy V Regalia located?
The office is located at 59 Ruland Rd, Suite D, Kearneysville, WV 25430, USA.
Are there any nearby insurance agencies close to Edward Jones to assist with complementary financial services?
Yes, nearby insurance agencies include Kay Lewis - State Farm Insurance Agent, Allstate Insurance, and Amber Ritchie: Allstate Insurance, providing options for auto, home, and rental insurance.
What local dining options are available near Edward Jones for clients visiting the area?
Clients can visit King's New York Pizza for casual dining or Trolley Express Cafe and The Black Dog Coffee Company for coffee and light meals nearby.
Are there any nearby health and wellness centers around Edward Jones for after or before your financial appointments?
Yes, nearby health and wellness facilities include Wood Chiropractic, WW (Weight Watchers), and Fresenius Kidney Care for various health needs.
Is there convenient access to public services near Edward Jones - Financial Advisor: Tracy V Regalia?
The Charles Town Regional DMV Office and West Virginia Division of Motor Vehicles are nearby, helping customers handle transportation and government-related needs conveniently.