Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Bart Lancellotti
15914 SE Happy Valley Town Ctr, Happy Valley, OR
97086, United States
Reviews
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- LHLizBETH Abbott Formerly HaleNov 21, 20255.0Excellent experience with Bart Lancellotti at Edward Jones. He is responsive, thorough, and provides sound financial guidance.
Frequently Asked Questions About Edward Jones - Financial Advisor: Bart Lancellotti
What services does Edward Jones - Financial Advisor: Bart Lancellotti offer?
The advisor offers financial advising, investment management, investment funds, and stock brokerage services.
How can I schedule an appointment with Bart Lancellotti at Edward Jones?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/bart-lancellotti/contact/.
What are the specialties of Bart Lancellotti at Edward Jones?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
What languages does the Edward Jones office in Happy Valley support?
The office supports English language services.
Where is Edward Jones - Financial Advisor: Bart Lancellotti located?
The office is located at 15914 SE Happy Valley Town Ctr, Happy Valley, OR 97086, USA.
What is the main contact phone number for Bart Lancellotti's Edward Jones office?
The main phone number is +1 971-314-4731.
Are there any good coffee shops near Edward Jones in Happy Valley?
Yes, Peet's Coffee and Black Rock Coffee Bar are nearby coffee shops you can visit before or after your appointment.
What dining options are available near Edward Jones - Bart Lancellotti's office?
Nearby dining options include Mediterranean Grill, Noodle Man, Honolulu Fish Grill, Pho Zen, Sushi Moto, Casa Colima Mexican Restaurant, Taco Bell, and Valley Growlers pub.
Are there fitness facilities near Edward Jones in Happy Valley?
Yes, Forge Hot Yoga Happy Valley, Bikram Yoga Happy Valley, and Orangetheory Fitness Happy Valley are nearby fitness and yoga studios.
What other financial services are available near Edward Jones on Happy Valley Town Center?
Nearby financial services include Edward Jones - Financial Advisor: Rae Yau, AAMS®, and Columbia Bank.