Mark Palmer - Edelman Financial Engines
Business details
- Category
- Financial Services · Financial planner, Financial consultant, Investment service
- Address
- 2175 N California Blvd #800, Walnut Creek, CA 94596
- Phone
- (925) 968-4602
- Website
- edelmanfinancialengines.com
- County
- Contra Costa 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
Based in Walnut Creek, Mark Palmer - Edelman Financial Engines offers financial planning and investment advice for families across Contra Costa County and the East Bay. Our team works closely with each client to protect the wealth they have built and help it keep growing, with planning that grows with you as you move into your later years.
We pride ourselves on a friendly, personal relationship rather than a purely transactional one, and we are known for reliable, trustworthy guidance that goes beyond investments to include tax and spending decisions. Clients tell us they value how quickly we respond to questions and how thoroughly we explain our recommendations, including strategies such as Roth conversions that they might not have uncovered on their own.
To start a conversation about your financial goals, call our office or stop by to meet with us.
We pride ourselves on a friendly, personal relationship rather than a purely transactional one, and we are known for reliable, trustworthy guidance that goes beyond investments to include tax and spending decisions. Clients tell us they value how quickly we respond to questions and how thoroughly we explain our recommendations, including strategies such as Roth conversions that they might not have uncovered on their own.
To start a conversation about your financial goals, call our office or stop by to meet with us.