Edelman Financial Engines
Business details
- Category
- Financial Services · Financial planner, Financial consultant, Investment service
- Address
- 3945 Freedom Cir Suite 450, Santa Clara, CA 95054
- Phone
- (408) 516-2489
- Website
- edelmanfinancialengines.com
- County
- Santa Clara County
Hours
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Whether you need help building a retirement plan or guidance on managing your investments, Edelman Financial Engines offers personalized financial planning and investment services tailored to you. Our Santa Clara office serves individuals and families across Santa Clara County and the wider Silicon Valley area.
We take the time to explain the reasoning behind each recommendation, so you always understand the how and why of your financial decisions as we go along. Our advisors are known for being responsive to calls and emails, and for keeping your financial interests at the center of everything we do.
We approach every client relationship with a professional, resourceful, and friendly attitude.
To get started, visit our website or stop by our Santa Clara office to schedule a conversation with one of our planners.
We take the time to explain the reasoning behind each recommendation, so you always understand the how and why of your financial decisions as we go along. Our advisors are known for being responsive to calls and emails, and for keeping your financial interests at the center of everything we do.
We approach every client relationship with a professional, resourceful, and friendly attitude.
To get started, visit our website or stop by our Santa Clara office to schedule a conversation with one of our planners.