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. The Edelman Financial Engines office in Elk Grove – open by appointment only – is here for you, serving Elk Grove, South Sacramento, Wilton, Galt, Lodi, Stockton 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.
Location
Edelman Financial Engines
9245 Laguna Springs Drive, Elk Grove, CA
95758, United States
Hours
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- VSViacheslav ShvetsJan 23, 20195.0Great place. Smart people.
Frequently Asked Questions About Edelman Financial Engines
What services does Edelman Financial Engines in Elk Grove offer?
Edelman Financial Engines provides registered investment advising, financial advice, financial planning, retirement planning, and investment management services.
What are the office hours for Edelman Financial Engines in Elk Grove?
The office is open Monday through Friday from 8:30 AM to 5:00 PM, and closed on Saturdays and Sundays. Visits are by appointment only.
Where is Edelman Financial Engines located in Elk Grove?
It is located at 9245 Laguna Springs Drive, Suite 200, Elk Grove, CA 95758.
Do I need to make an appointment to meet with a financial planner at Edelman Financial Engines?
Yes, the office operates by appointment only, so scheduling a meeting in advance is required.
Which areas does Edelman Financial Engines serve?
They serve Elk Grove, South Sacramento, Wilton, Galt, Lodi, Stockton, and the surrounding regions.
Can Edelman Financial Engines assist with estate and tax planning?
Yes, their financial planners provide assistance with tax planning and estate planning as part of their services.
How can nearby legal services around Edelman Financial Engines help clients?
Nearby legal firms such as Steve Whitworth Attorney At Law, Clark Allison LLP, and Great Oaks Lawyers can provide legal advice which may complement financial planning, particularly for estate, probate, or trust matters.
Are there nearby real estate agents that clients might collaborate with?
Yes, clients can find several nearby real estate agents like Nicole Zeng, We Are Russell Realty Solutions, Danzel Ramos Realtor, and Mortgage Tree Capital to assist with property buying or selling related to their financial goals.
What dining options are available near Edelman Financial Engines?
The Hog's Rack Premium BBQ Sauce is a nearby restaurant, a convenient place to grab a meal before or after your appointment.
How can nearby home inspection and improvement services supplement financial planning?
Services like Scharf Inspections - Elk Grove Home Inspection and Tub Safe can assist clients during property transactions or renovations, aligning with wealth management and investment decisions.