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 For a copy of JWC’s Disclosure Supplement please visit By following the link, you consent to the receipt of the Form CRS electronically. For a copy of JWCA’s Form CRS please visit By following this link, you consent to the receipt of the Form CRS electronically.

108 Foxshire Drive
Suite 2
Lancaster, PA 17601
United States

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We believe thoughtful, detailed planning can help you create a life that you enjoy. Our approach is centered around the idea that your “why” is just as important as the “how”. From our initial meeting, we want to know what truly matters to you.