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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 Rochester is here for you, serving Monroe County and the surrounding counties of Wayne, Ontario and Livingston. 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.
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- SSSam SnowdenJan 22, 20205.0Just great!!
- KHKurt HuffmanOct 21, 20165.0Sam Mazzola and Financial Engines are great ! Very honest and no pressure! Thanks for Everything
Frequently Asked Questions About Edelman Financial Engines
What services does Edelman Financial Engines in Rochester offer?
Edelman Financial Engines offers financial advice, financial planning, retirement planning, investment management, and services as a registered investment adviser.
Where is Edelman Financial Engines located in Rochester, NY?
Edelman Financial Engines is located at 350 Linden Oaks, 1st Floor, Rochester, NY 14625.
What are the business hours of Edelman Financial Engines in Rochester?
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 Rochester?
You can contact them by phone at +1 833-752-6333 or visit their website at https://www.edelmanfinancialengines.com/location.NY.Rochester.
Does Edelman Financial Engines provide estate and tax planning services?
Yes, they offer comprehensive financial planning including tax planning and estate planning services with access to in-house experts.
What types of financial planning does Edelman Financial Engines specialize in?
They specialize in wealth accumulation, retirement transition, and legacy strengthening among other financial planning services.
Are there any legal services near Edelman Financial Engines that clients might find useful?
Yes, nearby legal services include Bond Schoeneck and King PLLC, Pergolizzi Law PLLC, and Weinstein & Randisi, which might assist with legal matters related to financial planning.
What financial advising firms are located near Edelman Financial Engines in Rochester?
Nearby financial advising and investing firms include Novem Group, FourBridges Financial Group, The Chabalik Group - Morgan Stanley, and Crossbridge Financial.
Are there medical facilities close to Edelman Financial Engines for client convenience?
Yes, nearby medical facilities include RRH Imaging Center, RRH Physical Therapy & Rehabilitation, RRH Orthopedics, and Linden Oaks 360 Medical Building.
Does Edelman Financial Engines have an online presence where I can learn more or connect?
Yes, they have an official website and are active on Facebook, Twitter, and Instagram under handles such as EdelmanFinancialEnginesRochesterNY and edelmanFE.