Regency Investment Advisors

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 8:00 am - 5:00 pm

31 Years

in Business

Accredited

Business

(559) 438-2640Call Visit WebsiteVisit Website Map & DirectionsDirections1312 W Herndon AveFresno, CA 93711 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Fresno with Investment Advisory Service

Clovis (10 miles)

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Email

BBB Rating

Extra Phones

Phone: (559) 438-2694

Fax: (559) 438-2694

Neighborhoods

Bullard, Pinedale

AKA

Regency Investment Advisors, Inc.

Other Link

https://regencyinvests.com

Other Email

Categories

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (559) 438-2640

Address: 1312 W Herndon Ave, Fresno, CA 93711

Website: https://regencyinvests.com

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Regency Investment Advisors

Tax Planning
® certification marks. Requirements include education, an exam (covering topics including tax planning, employee benefits and retirement planning, estate planning, investment management and insurance), work experience and ethics training. There are 4 CFP

Investment Management
We believe investment management is simply the thoughtful oversight of the client’s investments with the ultimate goal of meeting, or exceeding, their objectives.
Mutual Funds
Our investment recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company and will generally include advice and recommendations regarding mutual funds and exchange traded funds (“ETF”). We may also advise certain clients on individual securities and legacy positions in certain circumstances.
Bonds

Accounting Services

Financial Planning
One of the many things we take pride in here at Regency is continuing all of our employees’ education and helping them grow within the company. Please help us congratulate our very own Wade Wallace for passing his Certified Financial Planning (CFP®) Exam and Allison Smith on passing her Financial Paraplanner Qualified ProfessionalSM (FPQP®) Exam. Wade […]
Retirement Planning
Financial Planning is much more than investing; it considers all the pieces of your financial life, from budgeting and retirement planning, to saving for education and managing taxes. Understanding how to bring all the pieces of your financial life together is a challenging task.
Annuities
Regency may recommend other brokers/custodians for certain lines of business, such as College 529 Plans, or management of an annuity (Regency does not sell annuities, but if a client has an existing annuity Regency may be able to assist in managing the underlying assets thru a different custodian/annuity company).
Asset Management
Regency provides non-continuous asset management of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on the client’s particular circumstances are established we manage a portfolio based on those goals and objectives. During our data-gathering process, we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity needs.
College Funding

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