Edelman Financial Engines 4742 North 24th Street, Phoenix, AZ 85016
About the Business
Edelman Financial Engines is a leading finance institution located at 4742 North 24th Street in Phoenix, Arizona, United States. With a strong reputation for providing expert financial advice and services, Edelman Financial Engines helps individuals and businesses achieve their financial goals through personalized investment strategies and comprehensive financial planning. Their team of experienced professionals is dedicated to helping clients build and preserve wealth for the future.
Photos
Location & Phone number
4742 N 24th St Suite 400, Phoenix, AZ 85016, United States
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I had a Do not trade on my stock. After NO face to face meeting as claimed on the website they SOLD it!! Never talked to me after I signed up for a free consultation. Never talked to ANYONE from Edelman an in their best interest sold the stock! BEWARE THEY DO NOT WORK IN YOUR BEST INTEREST.."
"I had an extremely negative experience with my financial advisor in Scottsdale. I would much rather give a -5 rating . My mom, on the other hand has a great connection with her financial advisor in Another state. I went with Edelman because of my momโs rave reviews. Never again!!!!"
"I was calling with some specific Qs regarding some preliminary guidance in a present endeavor that is being processed and was also getting information as I would like to begin investing under guidance of a financial advisor in the near future. Whomever I spoke with was guarded, skeptical, and dismissive. He informed me he would be unable to help. After I explained a few things he could have merely asked to better understand my situation, his subsequent answers were seemingly disingenuous and condescending. I have now spoken to three other financial advisors in the same capacity and have had far superior experiences with those firms. Your website looked very promising but other than the first call to direct me to the online questionnaire, the experience that followed was certainly disappointing."
"Retirement planning advice was good, however, we were misled as to what the real cost would be to have Edelman manage our assets. The rate sheet we were given at our consultation did not show the tiered fees and the rate communicated was only about half of what we were actually charged. Upon challenging the rate, Edelman agreed to lower our rate and credit the mischarges but never did so and charged us incorrectly once again when we dropped them."
"Not an efficient office"
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