Edelman Financial Engines

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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 Santa Clara serves the Greater San Jose area, including Santa Clara, Fremont, Santa Cruz and Monterey. Call us to schedule a meeting with a financial planner to get started.