portrait of Bart Farrell

About Bart

Having served in the financial services industry since 2002, I partner with individual investors and families to help identify goals, develop tailored strategies and ultimately help them achieve their goals.

We meet with our clients to understand what is most important to them and discover what goals they are trying to accomplish. Then, we use our established process to build a tailored strategy. We work with their estate attorney and CPA to address each facet of their financial picture. Our ideal clients find value in our portfolio allocation of their investments, considering tax strategies, helping them envision their legacy as...

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Intergenerational Planning
  • Charitable Giving

Work History

  • Edward JonesMay 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • University of ScrantonBachelor of Science

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Surfing
  • Pickleball

Team Members

  • Laura Murphy
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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