Bart Lancellotti, Financial Advisor located in Happy Valley, OR

Financial Advisor
Bart Lancellotti

MBA
15914 SE Happy Valley Town Ctr, Happy Valley, OR 97086opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • New Investors
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Wealth Strategies

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Community Outreach
  • Active Lifestyle
  • Personal Fitness

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 03:00PM
Fri 10:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(503) 698-6971

Fax

(877) 856-3269

Office Address

15914 SE Happy Valley Town Ctr
Happy Valley, OR 97086opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.