Edelman Financial Engines

Name: Edelman Financial Engines
Address: 3945 Freedom Circle Suite 950, Santa Clara, CA, 95054, US
Telephone: +18337526333
Price range: $-$$$

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3945 Freedom Circle , Suite 950
Santa Clara, California 95054
(833) 752-6333
Website

Connect with a Financial Planner

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Hours

Friday:

8:30 AM - 5:00 PM

Saturday:

Closed

Sunday:

Closed

Monday:

8:30 AM - 5:00 PM

Tuesday:

8:30 AM - 5:00 PM

Wednesday:

8:30 AM - 5:00 PM

Thursday:

8:30 AM - 5:00 PM

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Chamber Rating

Verified Member

0.0 - (0 reviews)

About
^{Edelman Financial Engines}

With more than 145 offices nationwide, weâ€™re here for you. Our experienced financial planners understand that wealth is personal â€“ itâ€™s about you and where you want to be. With an integrated approach to financial planning, retirement planning, investment management, tax planning, insurance guidance and estate planning, we can help get you there. So, letâ€™s have a meaningful conversation. The Edelman Financial Engines office in Santa Clara serves the Greater San Jose area, including Santa Clara, Fremont, Santa Cruz and Monterey. Call us to schedule a meeting with a financial planner to get started.

Contact Info

(833) 752-6333
Website
Facebook
Twitter

Services

Registered Investment Advisers (RIA)
Financial Advice
Financial Planning
Retirement Planning
Investment Management

Questions & Answers

Q What is the phone number for Edelman Financial Engines?

A The phone number for Edelman Financial Engines is: (833) 752-6333.

Q Where is Edelman Financial Engines located?

A Edelman Financial Engines is located at 3945 Freedom Circle, Suite 950, Santa Clara, California 95054

Q What is the internet address for Edelman Financial Engines?

A The website (URL) for Edelman Financial Engines is: https://www.edelmanfinancialengines.com/location.CA.Silicon-Valley/?utm_medium=organic&utm_source=yext&utm_campaign=local-listing&utm_content=yext

Q How big is Edelman Financial Engines?

A Edelman Financial Engines employs approximately 20+ people.

Q What days are Edelman Financial Engines open?

A Edelman Financial Engines is open:
Friday: 8:30 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:30 AM - 5:00 PM
Tuesday: 8:30 AM - 5:00 PM
Wednesday: 8:30 AM - 5:00 PM
Thursday: 8:30 AM - 5:00 PM

Hours

Friday:

8:30 AM - 5:00 PM

Saturday:

Closed

Sunday:

Closed

Monday:

8:30 AM - 5:00 PM

Tuesday:

8:30 AM - 5:00 PM

Wednesday:

8:30 AM - 5:00 PM

Thursday:

8:30 AM - 5:00 PM

Ratings and Reviews
^{Edelman Financial Engines}

Overall Rating

( 0 Reviews )

Write a Review

Paul Harmon _{on Google}

Oct 9th, 2023

I'm not that knowledgeable when it comes to personal financing. One of the things I like about Edman is that my Financial Planner does a pretty good job of explaining the how's and why's of things to me as we go along. Nice!

Business Response_{on Google} ^{Oct 17th, 2023}

Hi Paul– Thank you for your feedback. We’d welcome the chance to learn more about your experience. If you have any interest in sharing the details with our team, please send us an email at [email protected] so we can help you. Thank you.

Edelman Financial Engines