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      Edelman Financial Engines

      ( 4 Reviews )

      Edelman Financial Engines
      Connect with a Financial Planner
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      Hours

      Tuesday:
      8:30 AM - 5:00 PM
      Wednesday:
      8:30 AM - 5:00 PM
      Thursday:
      8:30 AM - 5:00 PM
      Friday:
      8:30 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:30 AM - 5:00 PM
      CALL DIRECTIONS WEBSITE REVIEWS

      Chamber Rating

      Verified Member
      3.0 - (4 reviews)
      2
      0
      0
      0
      2
      Read Our 4 Reviews

      Chamber Rating

      Verified Member
      3.0 - (4 reviews)
      2
      0
      0
      0
      2
      › ‹
      • David Bryan

        bryansolving
        Feb 28th, 2023

      • Thomas E

        I would NOT recommend Edelman Financial Engines! When I initially met with my advisor, he had all the repugnant qualities and stench of a used car salesman. Just a lot of lip service! Against my better judgement, I decided to give him a try anyway. He and I had a couple of initial video chats and worked out a plan (backdoor Roth contribution strategy). However, once we filled out the paperwork to transfer/rollover my funds from my other bank and retirement accounts, it became increasingly more difficult to get in touch with him in order to execute on the plan. After several months with no movement and nothing getting done according to our initial plan, I came to the realization that he was indeed like a used car salesman who had no interest in actually servicing my accounts. Once I requested the accounts be closed so that I could go with another firm, I never received any acknowledgement, reply, call, email or any correspondence of any kind asking me why or offer to help with the transfer. Anyway, I am happy I decided to go with Edward Jones instead. Again, I would NOT recommend Edelman Financial Engines.
        Sep 1st, 2021

      • Thomas E.

        I would NOT recommend Edelman Financial Engines!  When I initially met with my advisor, he had all the repugnant qualities and stench of a used car salesman.  Just a lot of lip service!  Against my better judgement, I decided to give him a try anyway.  He and I had a couple of initial video chats and worked out a plan (backdoor Roth contribution strategy).  However, once we filled out the paperwork to transfer/rollover my funds from my other bank and retirement accounts, it became increasingly more difficult to get in touch with him in order to execute on the plan.  After several months with no movement and nothing getting done according to our initial plan, I came to the realization that he was indeed like a used car salesman who was only interested in getting my money and had no interest in actually servicing my accounts.  Once I requested the accounts be closed so that I could go with another firm, I never received a call, email or any correspondence of any kind asking me why or offer to help with the transfer.  Anyway, I am happy I decided to go with Edward Jones instead.  Again, I would NOT recommend Edelman Financial Engines.
        Jun 26th, 2021

      • Doug Osmera

        Chris and the ladies in office made my transition easy. Do far I'm impressed.
        Apr 24th, 2020

      Read Our 4 Reviews

      About
      Edelman Financial Engines

      With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With an integrated approach to financial planning, retirement planning, investment management, tax planning, insurance guidance and estate planning, we can help get you there. So, let’s have a meaningful conversation. The Edelman Financial Engines office in Omaha serves the Omaha metro and surrounding areas. Call us to schedule a meeting with a financial planner to get started.

      Contact Info

      Services

      • Registered Investment Advisers (RIA)
      • Financial Advice
      • Financial Planning
      • Retirement Planning
      • Investment Management

      Questions & Answers

      Q What is the phone number for Edelman Financial Engines?

      A The phone number for Edelman Financial Engines is: (833) 752-6333.

      Q Where is Edelman Financial Engines located?

      A Edelman Financial Engines is located at 18881 West Dodge Road, Suite 240W, Omaha, Nebraska 68022

      Q What is the internet address for Edelman Financial Engines?

      A The website (URL) for Edelman Financial Engines is: https://www.edelmanfinancialengines.com/location.NE.Omaha/?utm_medium=organic&utm_source=yext&utm_campaign=local-listing&utm_content=yext

      Q How big is Edelman Financial Engines?

      A Edelman Financial Engines employs approximately 20+ people.

      Q What days are Edelman Financial Engines open?

      A Edelman Financial Engines is open:
      Tuesday: 8:30 AM - 5:00 PM
      Wednesday: 8:30 AM - 5:00 PM
      Thursday: 8:30 AM - 5:00 PM
      Friday: 8:30 AM - 5:00 PM
      Saturday: Closed
      Sunday: Closed
      Monday: 8:30 AM - 5:00 PM

      Q How is Edelman Financial Engines rated?

      A Edelman Financial Engines has a 3.0 Star Rating from 4 reviewers.

      Hours

      Tuesday:
      8:30 AM - 5:00 PM
      Wednesday:
      8:30 AM - 5:00 PM
      Thursday:
      8:30 AM - 5:00 PM
      Friday:
      8:30 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:30 AM - 5:00 PM

      Ratings and Reviews
      Edelman Financial Engines

      Overall Rating

      Overall Rating
      ( 4 Reviews )
      2
      0
      0
      0
      2
      Write a Review

      David Bryan on Google

      image bryansolving

      Thomas E on Google

      image I would NOT recommend Edelman Financial Engines! When I initially met with my advisor, he had all the repugnant qualities and stench of a used car salesman. Just a lot of lip service! Against my better judgement, I decided to give him a try anyway. He and I had a couple of initial video chats and worked out a plan (backdoor Roth contribution strategy). However, once we filled out the paperwork to transfer/rollover my funds from my other bank and retirement accounts, it became increasingly more difficult to get in touch with him in order to execute on the plan. After several months with no movement and nothing getting done according to our initial plan, I came to the realization that he was indeed like a used car salesman who had no interest in actually servicing my accounts. Once I requested the accounts be closed so that I could go with another firm, I never received any acknowledgement, reply, call, email or any correspondence of any kind asking me why or offer to help with the transfer. Anyway, I am happy I decided to go with Edward Jones instead. Again, I would NOT recommend Edelman Financial Engines.

      Thomas E. on Yelp

      image I would NOT recommend Edelman Financial Engines!  When I initially met with my advisor, he had all the repugnant qualities and stench of a used car salesman.  Just a lot of lip service!  Against my better judgement, I decided to give him a try anyway.  He and I had a couple of initial video chats and worked out a plan (backdoor Roth contribution strategy).  However, once we filled out the paperwork to transfer/rollover my funds from my other bank and retirement accounts, it became increasingly more difficult to get in touch with him in order to execute on the plan.  After several months with no movement and nothing getting done according to our initial plan, I came to the realization that he was indeed like a used car salesman who was only interested in getting my money and had no interest in actually servicing my accounts.  Once I requested the accounts be closed so that I could go with another firm, I never received a call, email or any correspondence of any kind asking me why or offer to help with the transfer.  Anyway, I am happy I decided to go with Edward Jones instead.  Again, I would NOT recommend Edelman Financial Engines.

      Doug Osmera on Google

      image Chris and the ladies in office made my transition easy. Do far I'm impressed.

      Overall Rating

      Overall Rating
      ( 4 Reviews )
      2
      0
      0
      0
      2

      Write a Review

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