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 New Orleans is here for you, serving not only greater New Orleans but also the areas of Metairie, Mandeville and Southern Mississippi. 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.
Frequently Asked Questions About Edelman Financial Engines
What services does Edelman Financial Engines provide?
Edelman Financial Engines offers services including financial advice, financial planning, retirement planning, investment management, and registered investment adviser services.
Where is Edelman Financial Engines located?
It is located at 3900 N. Causeway Boulevard, Suite 1450, Metairie, LA 70002, United States.
What are the business hours for Edelman Financial Engines?
They are open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
Is Edelman Financial Engines accessible for customers with disabilities?
Yes, the office has wheelchair accessible restrooms available.
How can I contact Edelman Financial Engines?
You can reach them by phone at +1 833-752-6333 or visit their website at https://www.edelmanfinancialengines.com/location.LA.Metairie.
What types of financial planning expertise can I expect at Edelman Financial Engines?
Their planners assist with wealth accumulation, retirement transitioning, tax planning, estate planning, and offer additional support from in-house experts and client service associates.
What nearby businesses might be useful for someone visiting Edelman Financial Engines?
Nearby businesses include Travelers and Comparion Insurance Agency for insurance needs, and loanDepot for mortgage services, which might complement your financial planning experience.
Are there any nearby dining options to consider when visiting Edelman Financial Engines?
Yes, Kimmy's Deli at Lakeway is a nearby cafe and restaurant where you can enjoy a meal before or after your appointment.
Which nearby companies provide human resource or employment services near Edelman Financial Engines?
TEKsystems and Insperity, both offering IT and human resource services respectively, are close by and may be of interest if you’re seeking related business services.
Is there a university near Edelman Financial Engines where clients might pursue further education?
Yes, Herzing University - New Orleans is nearby, offering private school and college-level education.