Business Details
About
Financial PlannerInvestment ServiceFinancial Consultant
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Located right next to Angel Stadium, the Edelman Financial Engines office in Anaheim is here for you, serving Anaheim, Orange and the surrounding areas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Details
- Wheelchair accessible entranceAvailable
Location
Hours
Reviews
3.7
3 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star
1
- SUSknaht UoyMar 18, 20201.0Do not trust this financial engine because I lost 11.1% from my 401k account when i used this system only 1 month. When market up or down i saw my account lost money day after day as I keep track. It burned my money at all. So bad
- KCKaren CasausFeb 26, 20205.0I have been a client of Edelman Financial for several years now. Brad Mauer manages my portfolio along with Mo Basit. The level of customer service and professionalism that Brad and Mo provide is unsurpassed. Discussions regarding money and retirement matters can be quite stressful, but Brad and Mo always make my experience stress free while providing the advice that I need to plan for a secure future. I always feel welcome to call with questions or concerns, and always receive prompt feedback to any inquiry that I have. I am very pleased with my experiences with Edelman, and would highly recommend them for your financial needs. Great team! Many thanks to Brad and Mo for their guidance and support.
- TSTed S.Jan 15, 20205.0My wife and I have been extremely pleased with the financial planning and investment support received from Brad Maurer, ably assisted by Moe Basit. Before retirement, we had some critical decisions to make, and we were given all the analysis and discussion time needed to make them properly. Further, the cash flow analysis tool they use takes all significant considerations into account, e.g., taxes, the time value of money, potential impact of recessions on returns, etc. Experienced, capable, and pleasant to work with, I highly recommend them.
Frequently Asked Questions About Edelman Financial Engines
What financial services does Edelman Financial Engines in Anaheim offer?
Edelman Financial Engines offers financial advice, financial planning, retirement planning, registered investment advisory services, and investment management.
Where is Edelman Financial Engines located in Anaheim?
Edelman Financial Engines is located at 2400 E. Katella Avenue, Suite 910, Anaheim, CA 92806, USA.
What are the office hours for Edelman Financial Engines in Anaheim?
Their office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on weekends.
Does Edelman Financial Engines have wheelchair accessible entrance?
Yes, Edelman Financial Engines in Anaheim has a wheelchair accessible entrance.
How can I contact Edelman Financial Engines in Anaheim?
You can reach Edelman Financial Engines by phone at +1 833-752-6333 or toll-free at +1 833-567-1334.
Is Edelman Financial Engines located near any notable landmarks?
Yes, the office is located right next to Angel Stadium.
Are there financial institutions near Edelman Financial Engines that clients might visit?
Nearby financial-related places include Sunwest Bank and Wells Fargo Home Mortgage, which clients might visit for banking or mortgage needs.
Can I find insurance services near Edelman Financial Engines in Anaheim?
Yes, insurance agencies such as YouFirst Insurance Services, Jose Ricardo Perez - New York Life, and Jasmine Mollah - New York Life are located nearby for additional insurance needs.
What nearby educational institution is close to Edelman Financial Engines?
Hope International University is located nearby, which clients might find interesting to visit before or after their appointments.
Where can I find more information or connect with Edelman Financial Engines online?
You can visit their website at https://www.edelmanfinancialengines.com/location.CA.Anaheim or follow their Facebook page at https://www.facebook.com/184818158716826.