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Edward Jones - Financial Advisor: Lenora T Trachsel, CFP®|CEPA®|AAMS®

Financial consultant

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Services Offered

  • Retirement planning
  • Education savings strategies
  • Investment management
  • Tax-efficient investing

About

Lenora Trachsel is a Certified Financial Planner (CFP®) and financial advisor based in Georgetown, Kentucky. She provides personalized financial planning and investment guidance to clients in the local area. Lenora specializes in retirement preparation, education savings strategies, and tax-smart investment practices. Her approach emphasizes face-to-face consultations to align financial strategies with her clients' goals.

Reviews

Location

201 Boston Square Dr, Georgetown, Kentucky
Map showing location in Georgetown, Kentucky
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Contact This Advisor

Business Information

Address

201 Boston Square Dr
Georgetown, Kentucky 40324

Phone

+1502-863-2057

Website

https://www.edwardjones.com/us-en/financial-advisor/lenora-trachsel

Business Hours

Contact for business hours