Customer Testimonials

Edelman Financial Engines

25 Burlington Mall Rd, Suite 405 Burlington Massachusetts 01803 www.edelmanfinancialengines.com (339) 337-3172

Insurance / Financial, Financial Advisor / Planner

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About Edelman Financial Engines

Edelman Financial Engines is a prominent independent financial planning and investment management firm in the U.S., specializing in personalized wealth management, 401(k) managed accounts, and fiduciary advisory services. Formed by the merger of Financial Engines (founded by Nobel laureate Dr. William Sharpe) and Edelman Financial Services, it manages over $290 billion in assets for 1.3 million clients.

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Contact Information

Phone (339) 337-3172

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