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 Albuquerque is here for you, serving the areas of Albuquerque, Santa Fe and Rio Rancho. 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
Location
Edelman Financial Engines
6565 Americas Parkway NE, Albuquerque, NM
87110, United States
Hours
Reviews
3.7
6 reviews
5 stars
4
4 stars0
3 stars0
2 stars0
1 star
2
- CCConnor ChavezFeb 5, 20225.0Been a customer since I was 18yrs. Old, my Parents and my Dad's side of the family has a Advisor Named Domminic here. He is Very Helpful and a excellent advisor.
- PCPetra CirilloOct 21, 20215.0I like the knowledge and confidence you receive by working with your adviser. I also love the personal interaction that is lacking with so many other businesses these days. Thank you.
- ADAnthony DeVitaDec 21, 20195.0I’ve been a client of this firm for a number of years. They are receptive to my input and responsive of my needs.
- SCScott CroshawMar 21, 20195.0We have been working with Tom for over 2 years on our retirement plan and goals. My wife and I have used three other investment firms and did not receive the comprehensive planning like Tom has provided. We are confident we are well on our way to meeting our retirement goals. After recently reading that they were ranked No 1 in Consumer Reports, we agreed with the assessments and scoring of Financial Engines and the other investment firms that did not rank as high. We also really like the coaching on investments not with Financial Engines such as our 401k and our 529 college savings plans.
Frequently Asked Questions About Edelman Financial Engines
What financial services does Edelman Financial Engines in Albuquerque offer?
Edelman Financial Engines provides financial advice, financial planning, retirement planning, and investment management services.
Where is Edelman Financial Engines located in Albuquerque?
It is located at 6565 Americas Parkway NE, Suite 850, Albuquerque, NM 87110, USA.
What are the business hours for Edelman Financial Engines?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
Does Edelman Financial Engines provide specialized financial planning support?
Yes, their planners can access in-house experts for additional financial planning insight and client service associates for extra support.
Is Edelman Financial Engines wheelchair accessible and does it have restrooms?
No, according to Google attributes, the location does not have restrooms or wheelchair accessible restrooms.
Which nearby financial services might be of interest to customers visiting Edelman Financial Engines?
Nearby you can find Morgan Stanley Financial Advisors, Tax Defense Network, and Nationwide Mutual Insurance Company for additional financial and insurance services.
Are there mortgage services close to Edelman Financial Engines?
Yes, OneTrust Home Loans and Keith Ortega provide mortgage lending and broker services nearby which clients may find useful.
What legal services are available near Edelman Financial Engines?
Nearby legal support includes firms like Zinda Law Group - Injury Attorneys, Attorney Dean Boyd, Law Tigers New Mexico, Peter M Romero & Associates, PC, and Accident Law Group.
How can local customers benefit from nearby businesses when visiting Edelman Financial Engines?
Clients might combine visits by consulting mortgage lenders like OneTrust Home Loans or insurance agencies such as Aflac to manage comprehensive financial needs in one trip.
Where can I find the official website and social media pages for Edelman Financial Engines Albuquerque?
You can visit their website at https://www.edelmanfinancialengines.com/location.NM.Albuquerque and follow them on Facebook at https://www.facebook.com/108507484840650 and Twitter @edelmanFE.