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 Sarasota, open by appointment only, serves the areas of Sarasota, Bradenton and Venice. Call us to schedule a meeting with a financial planner to get started.