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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 Kirkland is here for you, serving Seattle and the Greater Eastside, including Bellevue, Kirkland, Redmond, Sammamish, Maple Valley and Mercer Island. 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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Frequently Asked Questions About Edelman Financial Engines
What services does Edelman Financial Engines provide?
Edelman Financial Engines offers registered investment advising, financial advice, financial planning, retirement planning, and investment management services.
Where is Edelman Financial Engines located?
The office is located at 11400 98th Avenue NE, Suite 301, Kirkland, WA 98033, United States.
What are the business hours of Edelman Financial Engines?
They are open Monday to Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
Does Edelman Financial Engines have accessible restroom facilities?
Yes, the office has restrooms that are wheelchair accessible.
Can I meet with a financial planner at Edelman Financial Engines online?
Yes, you can schedule a meeting with a planner through their website via the provided meeting link.
Which nearby insurance agencies could be relevant for clients visiting Edelman Financial Engines?
Nearby insurance agencies include Lee Insurance Services, Nationwide Mutual Insurance Company, and Allstar Financial Insurance, which clients might consider for complementary insurance needs.
What local dining options are near Edelman Financial Engines for clients to visit before or after appointments?
Clients can enjoy local restaurants such as Kathakali An Indian Eatery, Cocinas Mexican Restaurant, Amonos Taco Truck, and Llama Fusion nearby.
Are there fitness or recreational facilities close to Edelman Financial Engines?
Yes, Columbia Athletic Clubs - Juanita Bay offers gym, sports, and swimming pool facilities close to Edelman Financial Engines, ideal for clients wanting to exercise before or after meetings.
Where can clients find postal and shipping services near Edelman Financial Engines?
Nearby postal and shipping services include Pony Express - Kirkland, Pony Express Juanita, and UPS Authorized Shipping Outlet for convenient mailing and package needs.
How can clients contact Edelman Financial Engines for appointments or inquiries?
Clients can call the main phone number at +1 833-752-6333 to reach Edelman Financial Engines.