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Edelman Financial Service

2175 N California Blvd #800
Walnut Creek, CA 94596 833-752-6333

Ratings

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?%    
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Consumer Ratings for Edelman Financial Service — 7 Ratings

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Percent of customers who rated service "superior" for:
Giving helpful advice
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Doing work properly
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Promptness/responsiveness
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Overall quality
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Consumer Comments for Edelman Financial Service

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Consumer from DANVILLE, CA
Oct 26, 2024
Recommended
145+ Locations Nationwide. No Pressure to invest. Plans are based on your needs and amount of risk you're comfortable with. Easy to understand explanations of types of investments and current conditions. Can compare your current savings plan. To avoid any conflict of interest, they don't offer investments which give planners a commission, investments which the company has a financial interest in or investments that require you to pay fees. Financial Planners invest in the same investments offered to you. If you decide to invest in a plan or not, there's no barrage of sales calls. They do not believe in using fear tactics when suggesting their services or investments. With their advice I've made money. When there's a big drop in a market, I never panic. I make more money by taking advantage of new opportunities.
Consumer from Hayward, CA
Jun 27, 2022
Recommended
Consumer from San Jose, CA
Jan 15, 2022
Recommended

...and 4 more consumer comments for Edelman Financial Service

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