Edward Jones - Financial Advisor: Bart Lancellotti

Services Offered

• Retirement planning
• Education savings
• Insurance needs

About

Bart Lancellotti is a financial advisor based in Happy Valley, Oregon, affiliated with Edward Jones. He offers a personal approach to investing, focusing on retirement planning, education savings, and insurance needs. With a network of 18,000 financial advisors, Bart is equipped to provide tailored financial guidance to individuals and families. His practice is dedicated to helping clients achieve their financial goals through personalized consultations.

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