Edelman Financial Engines
Corporate Office
Why pick this one
They offer comprehensive financial planning services with access to in-house experts and have managed $326 billion in client assets.
Best for
- individuals seeking comprehensive financial planning
- clients transitioning into retirement
- wealth accumulation strategies
Look elsewhere if
- seeking purely tax preparation services
- individuals looking for short-term investment advice
Specialties
- financial planning
- retirement planning
- investment management
- insurance guidance
- tax planning
- estate planning
Certifications
- Certified Financial Planner Board of Standards, Inc.
What makes them different
- 326 billion in client assets managed
- 1.24 million clients
- 94% client satisfaction
- Independent fiduciary advice
- Serves
- Charlotte, Raleigh, York County, Lancaster County
Distilled from this business's own website.
Contact & Location
- Address
- 13860 Ballantyne Corporate Pl Ste 160, Charlotte, NC 28277
- Phone
- 8337526333
- Website
- https://www.edelmanfinancialengines.com/locatio...
- gsap@3.12.5
Services
- financial advisory
- wealth management
- client consultations