Edelman Financial Engines

Our branch offices are temporarily closed to all pedestrian traffic. Please call if you need to reach one of our planners. Our Canandaigua office is by appointment only. The Edelman Financial Engines Advisor Center in Canandaigua serves Canandaigua, Farmington, Victor, Bristol, South Bristol, Geneva, East and West Bloomfield, Manchester, Naples, Phelps, and other surrounding areas in and around Ontario County. Our investment advisors are here to help with your 401(k) rollover, Investment Management with Brokerage Accounts and Individual Retirement Accounts (IRA), as well as Financial Planning for Retirement, Income Solutions and Investments as well as Social Security Optimization. We manage your investments to help achieve your goals, not ours. Our investment advisor will make decisions because they are right for you and for no other reason.