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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 Omaha is here for you, serving the areas of Council Bluffs, La Vista and Papillion. 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 restroomNot available
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- DBDavid BryanMar 1, 20235.0bryansolving
- TEThomas EJun 27, 20211.0I would NOT recommend Edelman Financial Engines! When I initially met with my advisor, he had all the repugnant qualities and stench of a used car salesman. Just a lot of lip service! Against my better judgement, I decided to give him a try anyway. He and I had a couple of initial video chats and worked out a plan (backdoor Roth contribution strategy). However, once we filled out the paperwork to transfer/rollover my funds from my other bank and retirement accounts, it became increasingly more difficult to get in touch with him in order to execute on the plan. After several months with no movement and nothing getting done according to our initial plan, I came to the realization that he was indeed like a used car salesman who had no interest in actually servicing my accounts. Once I requested the accounts be closed so that I could go with another firm, I never received any acknowledgement, reply, call, email or any correspondence of any kind asking me why or offer to help with the transfer. Anyway, I am happy I decided to go with Edward Jones instead. Again, I would NOT recommend Edelman Financial Engines.
- DODoug OsmeraFeb 11, 20215.0Chris and the ladies in office made my transition easy. Do far I'm impressed.
Frequently Asked Questions About Edelman Financial Engines
What services does Edelman Financial Engines in Omaha offer?
Edelman Financial Engines offers financial advice, financial planning, retirement planning, and investment management services.
Where is Edelman Financial Engines located in Omaha?
Edelman Financial Engines is located at 18881 West Dodge Road, Suite 240W, Omaha, NE 68022, US.
What are the office hours for Edelman Financial Engines in Omaha?
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 Omaha?
You can reach them by phone at +1 833-752-6333 or visit their website at https://www.edelmanfinancialengines.com/location.NE.Omaha.
Does Edelman Financial Engines provide estate and tax planning services?
Yes, the planners at Edelman Financial Engines can assist with tax planning and estate planning along with wealth management.
Is Edelman Financial Engines wheelchair accessible and does it have restrooms for clients?
According to available information, Edelman Financial Engines does not have restrooms or wheelchair accessible restrooms on-site.
What nearby health and wellness services are close to Edelman Financial Engines?
Nearby health and wellness services include Resilient Health & Wellness chiropractor clinic and LIVE Hydration Spa Franchise, which customers might visit before or after their financial planning session.
Are there employment agencies near Edelman Financial Engines where clients could seek additional career support?
Yes, Fusion Medical Staffing and TEKsystems are employment agencies near Edelman Financial Engines where clients might explore career opportunities or staffing solutions.
What banking options are nearby Edelman Financial Engines for financial transactions?
Availa Bank is located near Edelman Financial Engines and offers banking services that clients can access conveniently.
What makes Edelman Financial Engines a good partner for financial planning in Omaha?
Edelman Financial Engines offers comprehensive financial planning with access to in-house experts and client service associates, helping clients through wealth accumulation, retirement, and legacy planning.