Edelman Financial Engines - Pasadena, California

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Edelman Financial Engines - Pasadena, CA

Edelman Financial Engines is a well-established financial planning firm located at 225 S Lake Ave Suite 1185, Pasadena, CA 91101. The company offers a range of financial services, including financial planning, investment advice, and wealth management. They have been serving clients in the Pasadena area for many years and have built a strong reputation for providing personalized, comprehensive financial solutions.

The firm's mission is to help individuals and families achieve their long-term financial goals by providing expert guidance and tailored strategies. Their team of experienced financial advisors works closely with clients to understand their unique financial situations, risk tolerance, and objectives. This allows them to develop customized plans that address each client's specific needs and help them navigate the complexities of the financial markets.

Some of the key services offered by Edelman Financial Engines include:

• Retirement planning
• Investment management
• Estate planning
• Tax planning
• Insurance solutions

In addition to their core services, Edelman Financial Engines is committed to providing exceptional client service. They offer convenient appointment times, including evenings and weekends, to accommodate their clients' busy schedules. The firm also provides access to a team of dedicated support staff, including financial planners, investment professionals, and administrative assistants, to ensure a smooth and efficient client experience.

To learn more about Edelman Financial Engines and their services, visit their website or contact their Pasadena office directly. You can reach them by phone at 833-752-6333 or by email at [email protected].

Address: 225 S Lake Ave Suite 1185, Pasadena, CA 91101
Phone: 833-752-6333
Website: edelmanfinancialengines.com

Specialties: Financial planner, Financial consultant, Investment service
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 3/5

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👍 Reviews of Edelman Financial Engines

Dennis C.

1/5

The Most Confused Financial Planner?
I have been listening to KFI radio for many years and I continuously hear a commercial for a financial planner and a radio segment by Ric Edelman. During the commercials he gives a phone number where people can contact him and then follow up by saying “Or visit us at Ric Edelman.com, that is Rice Stellman.com”. Now which one is it Is it Ric Edelman.com or Rice Stellman.com He sounds very confused and I certainly would not want someone that confused handling my money. Does he mean that we are able to reach him at either email address Or, is he trying to clarify that instead of Ric Edelman.com it should be Rice Stellman.com When I search for someone giving financial advice I expect them to be accurate and precise, not ambiguous. This confusion cannot be blamed on the advertising agency because Ric does the voice over. I think that they need to review their commercial and step it up to a professional level, as professional as they claim to be.

Rick C.

5/5