Edelman Financial Engines is a leading financial planning and investment management firm that serves individuals and families seeking unbiased, comprehensive financial guidance. With a strong presence across the United States, including a dedicated office in Staten Island, NY, the firm combines advanced financial technology with personalized service to help clients pursue their long-term goals. Edelman Financial Engines specializes in tailored retirement planning, wealth management, and tax-efficient investment strategies. What sets the firm apart is its commitment to fiduciary standards, ensuring client interests come first in all advisory relationships.

The organization is built on decades of industry expertise and was formed through the merger of Edelman Financial Services and Financial Engines, blending the strengths of trusted human advisors with sophisticated digital tools. Edelman Financial Engines offers transparent, fee-based services with no commissions, fostering trust and long-term client relationships. The firm also supports financial wellness programs for employers, contributing to community financial literacy and workforce financial health. Whether clients need help with retirement income planning or navigating complex financial decisions, they benefit from the firm’s holistic and disciplined approach.

Website: https://www.edelmanfinancialengines.com/location.NY.Staten-Island/?utm_medium=organic&utm_source=google&utm_campaign=gmb-listing&utm_content=yext

Key Services:

– Retirement planning and income strategies
– Personalized investment management
– Wealth and asset management
– Tax-efficient portfolio strategies
– Estate and legacy planning guidance
– Employer-sponsored financial wellness programs
– Social Security and Medicare planning
– Ongoing fiduciary financial advice