Edelman Financial Engines

Excellent 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.
Nov 17th, 2023

Nov 19th, 2019

I have had nothing but technical problems with their service. The latest is their report says I don't have an account anymore at a very well known brokerage - scared me to death. It takes weeks whenever I report a problem to get it resolved. The advisory side people just take down your problem but have no understanding of the backend systems and apparently no power to get anything corrected.
Oct 7th, 2019

Sep 25th, 2019

What 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.
Feb 21st, 2018