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We put the personal in personal finance.

Overview

We put the personal in personal finance.

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We believe that all investors — not just the wealthy — deserve personalized, comprehensive financial planning and investment advice.

Min project size
Undisclosed
Hourly rate
Undisclosed
Employees
250 - 999
Locations
Sunnyvale, CA
Year founded
Founded 1987

Service Lines

Financial Advising & Planning: 50%
Commercial Financing: 25%
Financial Consulting: 15%
Business Consulting: 10%

Select Focus Area

Financial Advising & Planning

Retirement Planning: 50%
Wealth & Asset Management: 50%

Industries

No Industries have been added yet…

Clients

No Clients have been added yet…

Pricing Snapshot

Min. project size Undisclosed

Avg. hourly rate Undisclosed

Rating for cost 3.6 /5

Most Common Project Size

$200,000 - $999,999 based on 4 reviews

< $49,999 $50,000 - $199,999 $200,000 - $999,999 > $1,000,000

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Overall Review Rating

3.8

Quality

3.9 /5
Schedule

3.6 /5
Cost

3.6 /5
Willing to Refer

3.9 /5

See all 4 Reviews

Edelman Financial Engines Reviews

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Accounting Financial Advising & Planning
$200,000 to $999,999
Jan. 2018 - Ongoing

4.0

Quality: 4.0

Schedule: 4.0

Cost: 4.0

Willing to Refer: 4.0

"They help maximize our employees' retirement accounts."

Jul 27, 2022

HR Employee, Healthcare Company

Anonymous

Other industries
Minneapolis, Minnesota
5,001-10,000 Employees
Survey Response

Edelman Financial Engines provides financial services for a healthcare company. They help deliver engagement letters and emails to employees giving access to free and paid financial services.

Thanks to Edelman Financial Engines, the employees' 401(k) plans are performing excellently. The vendor executes a smooth workflow by collaborating and communicating through phone calls, emails, and messaging apps.

BACKGROUND

Briefly describe what your company does and your role there.

healthcare company. i work in HR/employees benefits in determining what is to be offered every year

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

Give employees access to tools and engines. They help maximize our employees' retirement accounts.

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

deliver engagement letters and emails to employees that provide access to free and paid financial services for the employee sponsored 401k

How many people does your company work with?

2-5

How did you find this provider?

Referral

Why did you choose to work with them?

Positive reviews and ratings
Great culture fit
Referred to me by a trusted source

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

better overall performance of our employees 401ks

How does your team communicate with this service provider?

Phone calls
Email or Messaging App

Are there any areas for improvement or something this service provider could have done differently?

none

RATINGS

4.0

Accounting Financial Advising & Planning
$10,000 to $49,999
Mar. 2022 - Ongoing

3.0

Quality: 3.0

Schedule: 2.5

Cost: 2.5

Willing to Refer: 3.0

"They demonstrate a spelled-out and simplistic approach."

Jul 25, 2022

Employee, Insurance Agency

Anonymous

Legal
Portland, Oregon
11-50 Employees
Survey Response

Edelman Financial Engines provides financial advising services for an insurance company. They help set up a basic, easy-to-follow plan for the client's business.

The engagement with Edelman Financial Engines has run smoothly with no hiccups or problems. Regular conduct of meetings and utilization of project management platforms lead to a seamless workflow. The collaboration brings fruitful results.

Accounting Financial Advising & Planning
$200,000 to $999,999
Mar. 2010 - Ongoing

3.5

Quality: 4.0

Schedule: 3.5

Cost: 4.0

Willing to Refer: 4.0

"They provide good value for the cost."

Jul 11, 2022

Employee, Business Services Company

Anonymous

Business services
Denver, Colorado
5,001-10,000 Employees
Survey Response

Edelman Financial Engines provides financial advising and planning support for a business services company. They provide ongoing support for the client to reach and help more people.

Edelman Financial Engines has been an excellent partner. They communicate regularly with the client through in-person and virtual meetings, phone calls, and emails.

Accounting Financial Advising & Planning
$50,000 to $199,999
July 2020 - Ongoing

4.5

Quality: 4.5

Schedule: 4.5

Cost: 4.0

Willing to Refer: 4.5

"They provide good value for the cost."

Apr 29, 2022

Assistant to CEO, Medical Supply Company

Anonymous

Other industries
Nashville, Tennessee
501-1,000 Employees
Survey Response

Edelman Financial Engines provides financial consulting services to a medical supply company to help them grow and keep business expenses within the budget.

Edelman Financial Engines has helped stabilize the client's business revenue. Their team communicates with the client via phone calls, in-person meetings, and mobile text messages to ensure effective communication. Moreover, they provide good value for the cost.

Showing 1-4 of 4 Reviews

Locations (5)

1050 Enterprise Way Sunnyvale, CA, United States 94089

501 - 750

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Edelman Financial Engines

We put the personal in personal finance.

Pricing Snapshot

Most Common Project Size

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Edelman Financial Engines Reviews

Financial Services for Healthcare Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Financial Advising Services for Insurance Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Financial Support for Business Services Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Financial Consulting for Medical Supply Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Locations (5)

Edelman Financial Engines

We put the personal in personal finance.

5 Locations

Services

Focus

Industries

Clients

Pricing Snapshot

Most Common Project Size

Select a service to see pricing information

Highly Rated Similar Providers

Reviews

Overall Review Rating

Quality

Schedule

Cost

Willing to Refer

Edelman Financial Engines Reviews

Financial Services for Healthcare Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Financial Advising Services for Insurance Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Financial Support for Business Services Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Financial Consulting for Medical Supply Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Location

Locations (5)

Contact

Connections