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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 Dallas is here for you, serving the Dallas, Fort Worth and Arlington areas. 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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- DNDebbie NewmanOct 16, 20255.0Edelman Financial Engines is ranked highly among financial advisory firms because of professionals like Chase Gorman, CFP, CRPC. He consistently treats me as if I am his top priority, and his colleagues share his client-centered approach. Chase invests time to understand my specific financial situation and goals. He carefully aligns his professional expertise with what he knows about me and, by so doing, has been able to effectively anticipate my needs and plan for my financial well-being. No matter how many times I ask them, Chase patiently answers all my questions. He explains complex concepts in a way that empowers me to make informed decisions. And, when the complexity of my situation warrants it, he takes the initiative to bring in additional experts to ensure I receive the best possible guidance. During these uncertain economic times, Chase has been and continues to be the lifeline I rely on to guide me from working well to retiring well. I appreciate his attentiveness, responsiveness, and motivation to optimize my financial resources so I can live my best life. Choosing and working with Chase as my financial advisor has been one of my best financial decisions.
- MTMartin ToweyJun 4, 20255.0We had another advisor for over 10 years suddenly up and quit on us. The firm he was with never even told us, and were unapologetic, when we finally found out from a missed meeting that no one was servicing our accounts in the meantime. We interviewed multiple firms and were surprised how many bad firms there are out there. Unprofessional, uncaring, and frankly uninformed, all they wanted to do was talk about themselves. After speaking with Edelman Financial Engines we were optimistic and ended up with Mr. Chase G. and he/they have been nothing short of excellent since. Despite a couple of stumbling blocks with the transferring of funds between old and new Chase has been professional, knowledgeable, understanding, and apologetic. He quickly took the reins and has since taken over both mine, and my mother's, financial planning with the personal attention you'd give to your own. Very inquisitive and mindful he has taken the time to truly ingest our needs and then find the tools to address them. Fantastic personal touch I feel more like I'm his brother than a client, I can't recommend Chase G. enough.
Frequently Asked Questions About Edelman Financial Engines
What services does Edelman Financial Engines in Dallas offer?
Edelman Financial Engines offers registered investment advising, financial advice and planning, retirement planning, and investment management services.
Where is Edelman Financial Engines located in Dallas?
Edelman Financial Engines is located at 13727 Noel Road, Tower 2, Suite 1075, Dallas, TX 75240.
What are the business hours for Edelman Financial Engines in Dallas?
The Dallas 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 Dallas?
You can reach Edelman Financial Engines at (833) 752-6333.
Does Edelman Financial Engines have a website where I can learn more?
Yes, their website is https://www.edelmanfinancialengines.com/location.TX.Dallas.
What areas does Edelman Financial Engines in Dallas serve?
They serve the Dallas, Fort Worth, and Arlington areas.
Can I connect with Edelman Financial Engines on social media?
Yes, you can find them on Facebook at EdelmanFinancialEnginesDallasTX and on Instagram as edelmanfinancialengines.
Are there any real estate services near Edelman Financial Engines in Dallas?
Yes, nearby real estate service providers include Fischer, Link Logistics, and Chicago Title, which could assist clients needing property or investment real estate advice.
What nearby businesses can I visit along with Edelman Financial Engines if I need legal assistance?
Nearby legal services include Cordell & Cordell Dallas, specializing in divorce and family law, and Thompson Law for personal injury cases.
Are there any convenient places near Edelman Financial Engines for a client to shop or relax after a meeting?
Clients can visit the Galleria North coworking space or shop at Toys"R"Us, both located close by for convenience after their financial planning appointments.