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Client Center

Access Your Current Accounts

eMoney

Jefferson National / Nationwide

Allianz

Midland National

Charles Schwab

Axos (Formerly eTrade)
CMG / FlexPlan

Flexible Plan

Athene

Betterment

Have Questions About Your Accounts?

Get in Touch With Us

Our Offices

Lancaster Office

108 Foxshire Drive,
Suite 2,
Lancaster, PA 17601

Monday - Thursday 9 am - 5 pm,
Friday 9 am - 1 pm (Office hours only)

Sarasota Office

1990 Main Street,
Suite 750,
Sarasota, FL  34236

By appointment only

Contact Us

Email: mike@regal-wealth.com
Main: 717-205-1850
Sarasota: 941-263-2503
Mobile: 717-297-1698
Fax: 717-473-4063

Get in Touch

Securities offered through J.W. Cole Financial, Inc. (JWC), Member FINRA / SIPC.

Advisory Services offered through J. W. Cole Advisors, Inc. (JWCA). Regal Wealth Advisors and JWC/JWCA are unaffiliated entities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.

For a copy of JWC’s Form CRS please visit https://www.jw-cole.com/disclosures/. For a copy of JWC’s Disclosure Supplement please visit https://www.jw-cole.com/disclosures/. By following the link, you consent to the receipt of the Form CRS electronically. For a copy of JWCA’s Form CRS please visit https://jwcoleadvisors.com/disclosures/. By following this link, you consent to the receipt of the Form CRS electronically.

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