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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 Houston is here for you, serving League City and the Webster/Clear Lake area. 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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- RestroomAvailable
- Wheelchair accessible restroomAvailable
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- PMPerla M.Sep 10, 20215.0We've been working with Cimillie, the financial advisor at this firm, for about two years now and are very happy with her service, expertise and attentiveness. She recently moved her office location from Leageu City to this one in Clear Lake. The new office space is much better organized and very pleasant to meet in. Her assistant, Casha always promptly responds to our requests, assures any issue is resolved quickly and that our expectations are met. We recommend Edelman financial services to anyone in need of financial planning. They offer excellent returns and comprehensive advisory service for reasonable and affordable fee.
- RHRebecca HamblinApr 12, 20211.0I reached out to schedule an appointment. Appointments were only available several weeks out. Disappointing, but okay. Then they called and cancelled the appointment, and said it would be another date. They did not ask if the second date and time worked for me, they just commanded it. I told them the time did not work, and they said they would get back with me to see about something sooner, but they never got back to me and sent me a reminder about the appointment I NEVER AGREED TO. In the meantime, I met with several other potential services and chose one of them.
Frequently Asked Questions About Edelman Financial Engines
What services does Edelman Financial Engines provide?
Edelman Financial Engines offers financial advice, financial planning, retirement planning, and investment management services.
Where is Edelman Financial Engines located?
It is located at 1331 Gemini Avenue, Suite 200-A, Houston, TX 77058, USA.
What are the operating hours of 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 have wheelchair accessible restrooms?
Yes, the office has wheelchair accessible restrooms available for clients.
How can I contact Edelman Financial Engines?
You can reach them by phone at +1 833-752-6333 or visit their website at https://www.edelmanfinancialengines.com/location.TX.Houston-Clear-Lake-League-City.
Which nearby financial advisors are close to Edelman Financial Engines?
Nearby financial advisors include Joe C Klages - Financial Advisor, Ameriprise Financial Services, Woodhill Financial Group, David Hergert, and Mwa Advisors, all located within the Clear Lake area, providing additional financial planning options.
Are there local real estate services near Edelman Financial Engines?
Yes, nearby real estate services include P M Realty Group and Envision Title, which can assist with property buying and selling in the Clear Lake area.
What dining options are available near Edelman Financial Engines?
Nearby dining includes Pollo el Catracho (chicken and fast food), Tacos My Way (taco restaurant), Beto’s Taqueria (Mexican/Tex-Mex), Tony’s Barbecue and Steakhouse, Luka’s Barbecue and Steakhouse, and NOKturne (vegetarian and smoothie bar).
What is the primary focus of Edelman Financial Engines for client support?
Edelman Financial Engines focuses on helping clients through wealth accumulation, retirement transitions, and legacy strengthening, with experts available for tax and estate planning support.
Does Edelman Financial Engines offer online resources or social media connections?
Yes, they have a presence on Facebook (Edelman Financial Engines HoustonTX2), Twitter (@edelmanFE), and Instagram (@edelmanfinancialengines) to provide updates and connect with clients.