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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 Fairfax is here for you, serving the Washington D.C., and Northern Virginia 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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- BBBobby BrownNov 16, 20235.0Excellent financial service. My advisor is constantly making contact to ensure I understand what is going on in the market and how it impacts our finances. But, the most important thing is my wife feels very comfortable with him. So, I feel a sense if relief that if any thing happen to me she will be in good hands.
- DBDebi ByrdJan 15, 20185.0What differentiates Edelman Financial Services from average investment services can be summed-up in one word: Fiduciary. Unlike many investment services whose advisors put their own interests in earning high commissions and fees over their clients' interest in obtaining the best investment at the lowest cost, Edelman Financial Services have always acted as a client fiduciary. Prior to the investor-protection legislation established in 2016 (Department of Labor's fiduciary rule), my mother lost approximately $70K over 13 years with a less-than-scrupulous investment advisor before transferring her retirement assets to Edelman. I did the same in 2012 and both of us have done very well as a result - through several years of relatively flat economic growth as well as the past 2 years of exceptionally good growth. I cannot say enough about Lisa Eitzel (as well as Betty O'Lear before her retirement) and the advice and outstanding customer service she has provided us. I would not hesitate to recommend Edelman Financial Services to anyone who is looking at retirement investment and would specifically recommend Lisa Eitzel as a financial advisor.
Frequently Asked Questions About Edelman Financial Engines
What services does Edelman Financial Engines in Fairfax offer?
Edelman Financial Engines provides financial advice, financial planning, retirement planning, investment management, and services as registered investment advisers (RIA).
Where is Edelman Financial Engines located?
It is located at 4000 Legato Road, 8th Floor, Fairfax, VA 22033, USA.
What are the business hours for Edelman Financial Engines in Fairfax?
The office is 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 Fairfax?
You can reach them by phone at +1 833-752-6333 or visit their website at https://www.edelmanfinancialengines.com/location.VA.Fairfax
Does Edelman Financial Engines provide specialized financial planning for retirement?
Yes, they offer retirement planning services alongside other financial planning and wealth management services.
Are there real estate agents near Edelman Financial Engines that clients might consider working with?
Yes, nearby real estate agents include Realtor Cheryl McKeithen, Bob Garagliano, and Michelle Fisher from Coldwell Banker Residential Brokerage. Clients might coordinate financial and real estate planning by consulting both.
What mortgage broker services are available near Edelman Financial Engines?
Nearby mortgage brokers include Brand Lending Company, Amer at mtg7.com, Sharif Ahmed Sr. Mortgage Officer, Peter S. Accolla II Mortgage Banker, AMKO Capital LLC, and loanDepot. These can assist with financing options relevant to financial planning.
Are there legal services near Edelman Financial Engines to assist with estate planning?
Yes, nearby legal firms include Bergstrom Attorneys PLLC, Manikas PLC, Baneylaw, P.C., and Professional Legal Resource Group Inc, which can help with wills, trusts, probate, and other legal matters.
What kind of financial expertise can I expect from Edelman Financial Engines in Fairfax?
Their financial planners help with complex financial decisions such as wealth accumulation, retirement transition, tax and estate planning, supported by in-house experts and client service teams.
Where can I find Edelman Financial Engines on social media?
You can find them on Facebook at https://www.facebook.com/263633307875255, Instagram under @edelmanfinancialengines, and on Twitter as @edelmanFE.