Edelman Financial Engines (Corporate Office)
-
3315 Scott Boulevard
, 4th Floor
Santa Clara, California 95054 - (833) 752-6333
Hours
Chamber Rating
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Jeff Koble
This financial firm and Don B from Bellevue WA is great at over promising returns and delivering bad results as his advise and managed portfolio gave me a 8 pct return over thee years from 2019 to 20222. How much money did he and this worthless firm steal with brokerages selling investment vehicles in a conservative portfolio that lost almost 20 pct
Sep 23rd, 2022 -
Shaantanu Bhakuni
Sep 10th, 2022 -
(inactive)Jona Denz-Hamilton
After weighing out the pros and cons and value of other financial advisors, my husband and I chose Financial Engines. Our relationship started with a mistake that we were ready to blame them for, but FE straightened it all out--it was a Janus screw-up. I've found that our advisor, Curtis is extremely pleasant and knowledgeable. He is always available when needed. I appreciate his attentiveness and good track record.
May 5th, 2020 -
Roshan Robert Fernandes
Their website is used in phishing scams. I recieved an email from them claiming to be vanguard and was sent to their website to enter personal info. Very shady.
Apr 22nd, 2020 -
Yash Doshi
Worst portfolio management, all my portfolio increased 7-9% this year, and this worst service increased only 2.5% Never investing again with such service
May 8th, 2019
About
Edelman Financial Engines (Corporate Office)
Edelman Financial Engines (Corporate Office) is located at 3315 Scott Boulevard, 4th Floor in Santa Clara, California 95054. Edelman Financial Engines (Corporate Office) can be contacted via phone at (833) 752-6333 for pricing, hours and directions.
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 (Corporate Office)?
A The phone number for Edelman Financial Engines (Corporate Office) is: (833) 752-6333.
Q Where is Edelman Financial Engines (Corporate Office) located?
A Edelman Financial Engines (Corporate Office) is located at 3315 Scott Boulevard, 4th Floor, Santa Clara, California 95054
Q What is the internet address for Edelman Financial Engines (Corporate Office)?
A The website (URL) for Edelman Financial Engines (Corporate Office) is: https://www.edelmanfinancialengines.com/?utm_medium=organic&utm_source=yext&utm_campaign=local-listing&utm_content=yext
Q How big is Edelman Financial Engines (Corporate Office)?
A Edelman Financial Engines (Corporate Office) employs approximately 20+ people.
Q What days are Edelman Financial Engines (Corporate Office) open?
A Edelman Financial Engines (Corporate Office) is open:
Tuesday: Closed
Wednesday: Closed
Thursday: Closed
Friday: Closed
Saturday: Closed
Sunday: Closed
Monday: Closed
Q How is Edelman Financial Engines (Corporate Office) rated?
A Edelman Financial Engines (Corporate Office) has a 2.0 Star Rating from 10 reviewers.
Hours
Ratings and Reviews
Edelman Financial Engines (Corporate Office)
Overall Rating
Overall Rating
( 10 Reviews )Jeff Koble on ChamberofCommerce.com
This financial firm and Don B from Bellevue WA is great at over promising returns and delivering bad results as his advise and managed portfolio gave me a 8 pct return over thee years from 2019 to 20222. How much money did he and this worthless firm steal with brokerages selling investment vehicles in a conservative portfolio that lost almost 20 pct
Shaantanu Bhakuni on Google
(inactive)Jona Denz-Hamilton on Google
After weighing out the pros and cons and value of other financial advisors, my husband and I chose Financial Engines. Our relationship started with a mistake that we were ready to blame them for, but FE straightened it all out--it was a Janus screw-up. I've found that our advisor, Curtis is extremely pleasant and knowledgeable. He is always available when needed. I appreciate his attentiveness and good track record.
Roshan Robert Fernandes on Google
Their website is used in phishing scams. I recieved an email from them claiming to be vanguard and was sent to their website to enter personal info. Very shady.
Yash Doshi on Google
Worst portfolio management, all my portfolio increased 7-9% this year, and this worst service increased only 2.5%
Never investing again with such service
Overall Rating
Overall Rating
( 10 Reviews )Write a Review
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