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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 Santa Clara is here for you, serving the greater Santa Clara area, including San Jose and Fremont. 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.
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- PHPaul HarmonOct 24, 20235.0I'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!
Frequently Asked Questions About Edelman Financial Engines
What services does Edelman Financial Engines in Santa Clara provide?
Edelman Financial Engines offers services including registered investment advising, financial advice, financial planning, retirement planning, and investment management.
Where is Edelman Financial Engines located?
It is located at 3945 Freedom Circle, Suite 450, Santa Clara, CA 95054, United States.
What are the operating hours of Edelman Financial Engines?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
How can I contact Edelman Financial Engines for an appointment?
You can contact them by calling +1 833-752-6333 or visit their website.
Does Edelman Financial Engines have an online presence where I can find more information?
Yes, you can visit their website at https://www.edelmanfinancialengines.com/location.CA.Silicon-Valley for more information or follow them on social media platforms such as Facebook, Instagram (@edelmanfinancialengines), and Twitter (@edelmanFE).
Who are some nearby financial advising competitors or related services to Edelman Financial Engines?
Nearby financial advising firms include Spencer D Crume - Financial Advisor, Ameriprise Financial Services, LLC, W. David Butzman, CRPC, Richard Simpson, and Phuong N Quach.
What are some nearby companies in the technology sector close to Edelman Financial Engines?
Nearby tech companies include Tavant, ITOCHU Technology, Inc., iManage, and Sophos, all located in the Santa Clara area.
Are there any local amenities or services near Edelman Financial Engines that clients might find useful?
Yes, nearby services include Green Hills Software for IT repair, Ophthalmic Medical Associates for eye care, and Amazon Locker - Almendra for package delivery services.
Can I find dining options near Edelman Financial Engines?
Yes, Birk's, a steakhouse and American restaurant, is a nearby dining option you might enjoy before or after your visit.
What kinds of financial planning support does Edelman Financial Engines offer?
They provide support throughout your financial life including wealth accumulation, retirement transition, legacy strengthening, tax planning, estate planning, and access to in-house experts for enhanced financial insights.