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 East Greenwich is here for you, serving much of the coastal area, including Providence, Boston and New Bedford. 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
1485 South County Trail, East Greenwich, RI
02818, United States
Hours
Frequently Asked Questions About Edelman Financial Engines
What services does Edelman Financial Engines offer in East Greenwich?
Edelman Financial Engines provides financial advice, planning, retirement planning, and investment management services as a Registered Investment Adviser.
Where is Edelman Financial Engines East Greenwich located?
It is located at 1485 South County Trail, Suite 101, East Greenwich, RI 02818, USA.
What are the operating hours of Edelman Financial Engines in East Greenwich?
They are open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
Can I access Edelman Financial Engines online or contact them digitally?
Yes, you can visit their website at https://www.edelmanfinancialengines.com/location.RI.East-Greenwich or follow them on social media platforms like Facebook, Instagram (@edelmanfinancialengines), and Twitter (@edelmanFE).
What should I expect when working with a financial planner at Edelman Financial Engines?
Their financial planners assist with wealth accumulation, retirement transition, tax planning, estate planning, and investment management, with access to in-house experts and client service associates for additional support.
Is Edelman Financial Engines accessible for customers with disabilities?
The location does not have restrooms or wheelchair-accessible restrooms, indicating limited accessibility amenities.
What nearby places can I visit around Edelman Financial Engines East Greenwich?
Nearby you can find Crafted Hope Brewing Company, a brewery and restaurant perfect for dining or leisure after your appointment, and CrossFit Gamut, a gym for fitness enthusiasts.
Are there medical services close to Edelman Financial Engines?
Yes, several medical facilities such as Pediatric Heart Center at Hasbro Children’s, Brown University Health Laboratories, and Ocean State Veterinary Specialists are nearby for your health and wellness needs.
How can the nearby locations assist customers visiting Edelman Financial Engines?
Customers can plan a visit to places like Crafted Hope Brewing Company for a meal or refreshment, or schedule fitness sessions at CrossFit Gamut, making the most of their trip to the financial office.
What is the main contact number for Edelman Financial Engines in East Greenwich?
You can reach them at +1 833-752-6333 for inquiries or to schedule an appointment.