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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 Melbourne is here for you, serving the areas of Palm Bay, Viera and the Space Coast. 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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- RestroomNot available
- Wheelchair accessible restroomNot available
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- JPjim persingerMay 25, 20241.0I was losing money like a boat with a thousand holes 20 grand or more a month sometimes more . I left quickly but not before I’d lost quite a bit of my retirement . Since I left and went someplace else I’ve not lost money ,I’ve made money . I think they park your acct in a cookie cutter portfolio and forget about it . That can be hazardous to your wealth !
- JWJames WellsMar 6, 20233.0Still looking
- DKDixie Testa KentAug 16, 20191.0Our father rolled over his 401k into an IRA with Charles Schwab managed by Financial Engines. Our father passed away on April 4th. I hand delivered the death certificate to Financial Engines on April 18th. Applications were to be sent to the beneficiaries and never were. After several phone calls and being pressured into meeting with the advisor, the advisor finally sent the applications on June 20th. His excuse is he didn’t have our addresses - he had our phone numbers. We filled out the applications and overnighted them to Schwab. It’s only August 16 and it’s still not done. Schwab claims this clown is playing games. We have been told FOUR times that it’s the wrong paperwork yet we get sent the exact same paperwork, it’s infuriating and unreal that a substantial clients children would be treated with such disregard, All we wanted to do is change the ownership on the IRA to the named beneficiaries. We are mourning and didn’t want to meet with an advisor. It is not necessary to meet to change ownership... all you need is a death certificate and an application. We had no intention of changing the broker dealer - Schwab- and would have met with the advisor in time. Now they have the entire process so twisted and messed up that the only way to fix it is to contact the state attorney’s office,. Beyond disappointed - our father would be livid that these snakes are treating his children this way. They were so worried that we might transfer to another broker that they have resorted to playing games and stall tactics. They deserve -10 stars and jail time,
Frequently Asked Questions About Edelman Financial Engines
What services does Edelman Financial Engines in Melbourne offer?
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 4865 North Wickham Road, Suite 108, Melbourne, FL 32940, USA.
What are the office hours for Edelman Financial Engines in Melbourne?
The office is open Monday to Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact Edelman Financial Engines by phone?
You can reach them at +1 833-752-6333.
Does Edelman Financial Engines have an online presence where I can learn more?
Yes, you can visit their website at https://www.edelmanfinancialengines.com/location.FL.melbourne and their Facebook page at https://www.facebook.com/848826071873926.
Are there any fitness centers near Edelman Financial Engines?
Yes, Pineda Ridge Fit Body Boot Camp and Crunch Fitness - Melbourne are nearby gyms where customers can work out before or after appointments.
What real estate agencies are located near Edelman Financial Engines?
Nearby real estate agencies include Exit 1st Class Realty, Aiko Riffle Realtor, Kelly A. Bell Real Estate, Isabelle Dawson Realtor, Monica McKune with Keller Williams Brevard, and Angelique Jones with Keller Williams Realty Brevard.
Are there any nearby health or beauty services around Edelman Financial Engines?
Yes, beauty salons like Be Vain Beauty Bar, Chelsea Chanelle Suntree, and Bonita Hair and Beyond are nearby, as well as Fitness Society Supplements for health supplements.
Does Edelman Financial Engines support estate and tax planning as part of their services?
Yes, they provide estate planning and tax planning support with access to in-house experts to assist in these areas.
Are there any convenient places to grab a healthy juice or smoothie near Edelman Financial Engines?
Nearby options include Eden, A Homemade Juicery, Eden Juicery, and The Garden Of Eden, great for a refreshing juice before or after your visit.