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 Plantation is here for you, serving North Miami and most of Broward County. 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
- RestroomAvailable
- Wheelchair accessible restroomAvailable
Location
Edelman Financial Engines
1200 South Pine Island Road, Plantation, FL
33324, United States
Hours
Reviews
3.0
2 reviews
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1 star
1
- DDDan DaManMay 5, 20251.0Disappointed to say the least. I'm a local business owner in Plantation and i called to set up retirement accounts for my company, and also get financial business advice, tax advice, and to work with a CFP. The gentleman who returned my call, immediately wanted to know, how much money I have to invest. This was on the first interview call. I told him that's not why I'm here and explained my business. He then said I was transferred to him by mistake and he'll get the right folks to call me back. Nothing.... Crickets..... Still waiting..... Be wary of financial firms asking for money right away.... how about we talk about my financial goals first.
Frequently Asked Questions About Edelman Financial Engines
What services does Edelman Financial Engines in Plantation offer?
Edelman Financial Engines provides financial advice, financial planning, retirement planning, investment management, and operates as a registered investment adviser (RIA).
Where is Edelman Financial Engines located?
Edelman Financial Engines is located at 1200 South Pine Island Road, Suite 400, Plantation, FL 33324, USA.
What are the business 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 in Plantation?
You can reach them by calling their main phone at +1 833-752-6333 or the alternate phone at +1 954-741-7775.
Does Edelman Financial Engines offer wheelchair accessible restrooms?
Yes, the office has wheelchair accessible restrooms available for clients.
Can Edelman Financial Engines help with tax and estate planning?
Yes, their financial planners provide expertise in areas including tax planning and estate planning to support your financial legacy.
How can I connect with a financial planner at Edelman Financial Engines?
You can connect with a financial planner through their website's dedicated page for financial planning consultations.
What nearby dining options are there close to Edelman Financial Engines?
Coco's Corner Cafe, an Argentine restaurant, and 8 O'Clock Cafe, offering American cuisine, are nearby and great places to visit before or after your appointment.
Are there any real estate services near Edelman Financial Engines?
Yes, several real estate agents and services like United Realty Group, Realtor Luz Marina URG, and Miami Home Deals are nearby, useful for clients interested in real estate investments or consultations alongside financial planning.
What travel or leisure spots are near Edelman Financial Engines in Plantation?
Nearby you can find Lebifert & Leifert (legal services), the Sheraton Grand Resort Paradise Island Bahamas for hotel and spa services, as well as the Nassau Paradise Island Promotion Board, ideal for travel-related inquiries or leisure trips after your financial consultation.