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 Overland Park – the first location to open before expanding nationwide – is here for you, serving the areas of Overland Park, Leawood and Olathe. 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
10950 Grandview Drive, Overland Park, KS
66210, United States
Hours
Reviews
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2 reviews
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- GTGwen TalbottAug 17, 20215.0Went great very happy
- BCBob CAug 25, 20201.0Was supposed to have a zoom meeting with John Killoy, it never happened. Even after a call and a couple emails. I filled out the survey that they wanted. Wanted to discuss over zoom. He wasnt very professional or kind. I found a couple areas that they could have helped me after filling out the survey, but I won't use them to do the will and trust. I probably won't get the promised gift card either but if this review keeps people away from their unprofessional organization I feel I will have helped save people from a bad financial planner.
Frequently Asked Questions About Edelman Financial Engines
What services does Edelman Financial Engines in Overland Park provide?
Edelman Financial Engines offers financial advice, financial planning, retirement planning, investment management, and operates as Registered Investment Advisers (RIA).
Where is Edelman Financial Engines located in Overland Park?
The office is located at 10950 Grandview Drive, Suite 600, Overland Park, KS 66210, USA.
What are the business hours of Edelman Financial Engines in Overland Park?
They are open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Edelman Financial Engines in Overland Park?
You can reach them by phone at +1 833-752-6333 or the alternate phone +1 800-349-2323.
Does Edelman Financial Engines provide estate and tax planning services?
Yes, along with financial planning, they provide tax planning and estate planning services through in-house experts.
What is the website for Edelman Financial Engines in Overland Park?
Their website is https://www.edelmanfinancialengines.com/location.KS.Overland-Park.
Which financial advising or related services are nearby Edelman Financial Engines?
Nearby financial advising and related services include Smart 401K, CreativeOne Advisors Group, Sound Stewardship, Meyers Wealth Management, and Edward Jones Financial Advisors.
Are there any community service or coffee shops near Edelman Financial Engines?
Yes, KBP Cares is a nearby community services non-profit that also operates a coffee shop which could be a convenient spot before or after your visit.
What professional services and legal firms are close to Edelman Financial Engines?
Nearby professional services include Brooke Franchise, Axcet HR Solutions, Prime Accounting Solutions, Meridian Business, LLC, and legal firms like Dickens Law, Shepherd Elder Law Group, and Stern & Mauck.
Can nearby mortgage lenders assist me in financial planning at Edelman Financial Engines?
Yes, New American Funding - Jeff Mair and New American Funding - Cheryl Anderson are mortgage lenders nearby, which can complement your financial planning needs.