Financial Advisors
Portland, OR
Lesley Tylczak is a financial advisor with Edward Jones in Portland, specializing in retirement savings strategies, estate and legacy planning, sustainable investing, and specialized financial guidance for LGBTQ+ clients and those with special needs. The practice also handles charitable giving strategies and offers personalized financial planning through introductory consultations, strategy reviews, and account opening assistance.
Ideal for: Individuals planning retirement, clients seeking estate and legacy strategies, LGBTQ+ individuals needing specialized planning, families with special needs members, socially conscious investors
Service area: Portland, OR and surrounding areas
Specialized Focus Areas: Offers tailored financial strategies for LGBTQ+ clients, special needs planning, sustainable investing, and charitable giving — not just standard investment management.
Edward Jones Infrastructure: Backed by Edward Jones's established brokerage with branch support team, compliance oversight, and access to comprehensive financial planning tools and resources.
Flexible Availability: Available for in-person meetings, phone consultations, web conferencing, and evening appointments to accommodate busy schedules.
Address: 825 NE Multnomah St #950, Portland, OR 97232
Phone: (503) 206-5297
Website: edwardjones.com
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