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 Salt Lake City is here for you, serving the Salt Lake City and Provo 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.
Frequently Asked Questions About Edelman Financial Engines
What services does Edelman Financial Engines in Salt Lake City offer?
They offer registered investment advising, financial advice, financial planning, retirement planning, and investment management.
Where is Edelman Financial Engines located in Salt Lake City?
They are located at 2795 East Cottonwood Parkway, Suite 670, Salt Lake City, UT 84121.
What are the business hours for Edelman Financial Engines?
They are open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Edelman Financial Engines in Salt Lake City?
You can call them at +1 833-752-6333 or visit their website at https://www.edelmanfinancialengines.com/location.UT.Salt-Lake-City.
Does Edelman Financial Engines provide expertise in estate and tax planning?
Yes, their financial planners offer guidance on estate and tax planning with support from in-house experts.
Are there any nearby financial institutions to Edelman Financial Engines?
Yes, nearby financial institutions include Comenity Capital Bank, Magnet Bank, and Peterson Partners, which might be useful for additional banking or investing needs.
What dining options are near Edelman Financial Engines for clients to visit?
Clients can visit nearby Parkside Café, a place offering breakfast and brunch options before or after their appointment.
What nearby office locations might clients visit in the Cottonwood Corporate Center area?
Nearby offices include Dyno Nobel, Inc., Pelion Venture Partners, and AXA Advisors, which might indicate a professional business environment around Edelman Financial Engines.
How can clients stay updated about Edelman Financial Engines on social media?
Clients can follow Edelman Financial Engines on Facebook at EdelmanFinancialEnginesSaltLakeCityUT, Instagram at @edelmanfinancialengines, and Twitter @edelmanFE.