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 Colorado Springs is here for you, serving Pueblo, Canon City, Woodland Park and Monument. 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
- RestroomNot available
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomNot available
Location
Edelman Financial Engines
8610 Explorer Drive, Colorado Springs, CO
80920, United States
Hours
Reviews
3.0
2 reviews
5 stars
1
4 stars0
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1 star
1
- RERose ESep 20, 20245.0I appreciate Phil's time, knowledge and care to delve into my finances and help me plan for the dream future!
- FFFSJun 11, 20231.0I know it has been a few years but I attempted to use this company back in 2019 and they didn't give me the time of day. I don't know if it was because I didn't look the part or what. Their email communication seemed nice enough but when I spoke with Chris (I believe) he almost sounded disgusted to be talking to me and like he didn't want to help me. The rest of the communication was just via email where I was directed to just use their online services. It doesn't sound like a big deal but I honestly felt some type of way. I eventually was able to get the guidance I needed from elsewhere and am better off for it. I don't like companies that make me feel less than so I don't recommend. Again, this was a few years ago so maybe they have changed?
Frequently Asked Questions About Edelman Financial Engines
What services does Edelman Financial Engines in Colorado Springs offer?
Edelman Financial Engines provides financial advice, financial planning, retirement planning, and investment management services as registered investment advisers.
Where is Edelman Financial Engines located in Colorado Springs?
Edelman Financial Engines is located at 8610 Explorer Drive, Suite 120, Colorado Springs, CO 80920.
What are the office hours for Edelman Financial Engines in Colorado Springs?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on weekends.
Is Edelman Financial Engines in Colorado Springs accessible for wheelchair users?
Yes, the office has a wheelchair accessible entrance, but it does not have wheelchair accessible restrooms.
How can I contact Edelman Financial Engines in Colorado Springs?
You can reach Edelman Financial Engines by phone at +1 833-752-6333 or visit their website at https://www.edelmanfinancialengines.com/location.CO.Colorado-Springs.
Does Edelman Financial Engines in Colorado Springs provide support for estate and tax planning?
Yes, their financial planners can assist with estate planning and tax planning by leveraging in-house experts for additional insights.
Which nearby services can complement a visit to Edelman Financial Engines in Colorado Springs?
Nearby services include The Shanon Schinkel Mortgage Team for mortgage and loans, Ramos Law for legal assistance, and several insurance agencies such as Kevin Bobbe - Mutual of Omaha and Brian Grise Insurance Agent.
Are there educational or medical facilities near Edelman Financial Engines that clients might visit?
Yes, Assist To Succeed Colorado Springs and Aesthetic Dentistry | Espire Dental are nearby and can be useful if clients need dental or educational services.
Can clients visiting Edelman Financial Engines access real estate services nearby?
Yes, nearby real estate-related services include Capital Title, AJ Archuleta, WFG National Title Insurance Company, and Shawnda Wood, Real Estate Agent.
How can nearby financial advisors help clients of Edelman Financial Engines?
Clients can consult nearby financial advisors such as Edward Jones - Financial Advisor: Jeffrey Maciejewski or Brent Sabati - Mutual of Omaha to complement their financial planning and investment management needs.