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Edelman Financial Engines

★★★★★★★★★★4.73 Google reviews✓ Verified on GoogleIRS PTIN
Financial Planning in Santa Clara, CA · Open Monday–Friday · ✓ Listing checked September 2026 · Viewed 764 times

Contact Information

Address3945 Freedom Cir #450
Santa Clara, CA 95054
Map and directions
Phone(408) 516-2489
Websiteedelmanfinancialengines.com/location.CA.Silicon-Valley
LinkedInCompany page
CategoryFinancial Planning · Financial planner, Financial consultant, Investment service
Servicesfinancial planning, advisory

About Edelman Financial Engines

Edelman Financial Engines is a financial planning in Santa Clara, California offering financial planning, and advisory. Early Google reviews give it a 4.7★ rating from 3 reviews. Its Google Business Profile is verified. The firm appears in the IRS return-preparer (PTIN) directory. Its 4.7★ rating is above the Santa Clara average of 4.2★ across 71 rated firms.

Hours

Monday8:30AM-5PM
Tuesday8:30AM-5PM
Wednesday8:30AM-5PM
Thursday8:30AM-5PM
Friday8:30AM-5PM
SaturdayClosed
SundayClosed
Google rating breakdown4.7 · 3 reviews
5★2
4★1
3★0
2★0
1★0

Aggregate review counts from Google.

Details

  • Wheelchair accessible entrance
  • Wheelchair accessible parking
  • Wheelchair accessible restroom
  • Restroom
  • Requires appointments
  • Recommends appointment

Questions about Edelman Financial Engines

Where is Edelman Financial Engines located?
Edelman Financial Engines is located at 3945 Freedom Cir #450, Santa Clara, CA 95054.
What are Edelman Financial Engines's hours?
Open Monday–Friday. Full hours are listed on this page and on the firm's Google Business Profile.
How do I contact Edelman Financial Engines?
You can reach Edelman Financial Engines by phone at (408) 516-2489, and through its website.
What services does Edelman Financial Engines offer?
Edelman Financial Engines is categorized as a financial planning, offering financial planning, and advisory. Contact the firm to confirm current service offerings.
Is Edelman Financial Engines registered with the IRS?
Edelman Financial Engines appears in the IRS return-preparer (PTIN) directory, which lists preparers holding an active Preparer Tax Identification Number. You can verify credentials in the IRS directory at irs.treasury.gov/rpo.

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Listing compiled from public sources and last refreshed in September 2026. Ratings are aggregate Google ratings, attributed to Google. Confirm hours and licenses with the firm before you visit or hire. Request removal or correction.