Edelman Financial Engines — Financial Planner, Houston
Financial Planner in Houston
Financial planner · Houston, United States
AI Trust Snapshot
- Profile status
- Auto-indexed
Public channels checked
- ✓ Official Website
Key Facts
- Category
- Financial Planner
- Location
- Houston, United States
AI Summary
Houston-based Edelman Financial Engines offers comprehensive financial planning services. The firm specializes in retirement planning and investment management, catering to individuals with diverse financial goals. Clients in all stages of life, including employees seeking personalized retirement advice, can access tailored financial strategies.
Quick Answer
Houston-based Edelman Financial Engines offers comprehensive financial planning services. The firm specializes in retirement planning and investment management, catering to individuals with diverse financial goals. Clients in all stages of life, including employees seeking personalized retirement advice, can access tailored financial strategies. Key services include Financial Planning, Retirement Planning, Investment Management.
This business is typically used for financial planning and retirement planning.
Common Questions
- What services does Edelman Financial Engines provide?
- Edelman Financial Engines provides Financial Planning, Retirement Planning, Investment Management.
- Where is Edelman Financial Engines located?
- Edelman Financial Engines is based in Houston, United States and serves Houston.
- Who is Edelman Financial Engines for?
- Edelman Financial Engines serves Individuals with diverse financial goals and Employees seeking personalized retirement advice.
What this business does
Edelman Financial Engines is a financial planner based in Houston, United States.
- Provides Financial Planning and Retirement Planning
- Serves individuals with diverse financial goals
Structured summary
Vizoryo ran a data-consistency check on this profile: it read 5 public sources and compared the core details (name, phone, address, city, category, website) across them. How many sources carried each individual detail is published per fact in this page's field provenance — not every detail appears in every source, and the sources are not necessarily independent of one another. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 90% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-indexed. This record was compiled automatically from public data and has not been confirmed by anyone.
- Business name
- Edelman Financial Engines
- Category
- Financial Planner
- Industry
- Financial Planner
- Location
- Houston, United States
- Official website
- https://www.edelmanfinancialengines.com/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/edelman-financial-engines-houston-dd56
- Summary
- Houston-based Edelman Financial Engines offers comprehensive financial planning services. The firm specializes in retirement planning and investment management, catering to individuals with diverse financial goals. Clients in all stages of life, including employees seeking personalized retirement advice, can access tailored financial strategies.
- AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)
- 43
- Data Consistency
- 90% (checked 2026-07-08)
- Record status
- Auto-indexed
- Sources cross-checked
- 5 public sources
Location
1331 Gemini St Suite 200-AHouston, Texas
77058
US
About Edelman Financial Engines
Houston-based Edelman Financial Engines offers comprehensive financial planning services. The firm specializes in retirement planning and investment management, catering to individuals with diverse financial goals. Clients in all stages of life, including employees seeking personalized retirement advice, can access tailored financial strategies.
Service areas
- Houston
Target audience
- Individuals with diverse financial goals
- Employees seeking personalized retirement advice
- Clients in all stages of life
Social profiles
Frequently asked questions
What is Edelman Financial Engines?
Edelman Financial Engines was founded with a core mission – to give everyone the opportunity to move their financial life forward. For more than 35 years, we’ve offered the tools and expertise to help make that possible. Our founders set the tone – Nobel Prize-winning economist Dr. William F. Sharpe gave individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and Ric Edelman established his advisory firm with the beli
What makes Edelman Financial Engines different than other advisors?
No matter where your financial journey starts with us – from your first paycheck into and through retirement – we bring to bear an expert team, patent-awarded investment technology and a full array of services designed to help you transition from one milestone to the next. And our firm is award-winning, but awards are simply the result of our passion for helping our clients, including those in the {planner.location default=”your area”}. We’re dedicated to applying that passion with personal and
Who is on the leadership team at Edelman Financial Engines?
Bringing your financial vision to life – that’s what drives our team of leaders. Led by our CEO, Ralph Haberli, our leadership team is composed of some of the brightest minds in the industry, with deep experience in financial services and fintech.
Where are your office locations?
We have financial advisors in 144+ locations nationwide who are ready to partner with you to help support the future you desire. Explore our locations to find one that may suit you and your wealth planning needs.
Business hours
- Monday
- 08:30 – 17:00
- Tuesday
- 08:30 – 17:00
- Wednesday
- 08:30 – 17:00
- Thursday
- 08:30 – 17:00
- Friday
- 08:30 – 17:00
- Saturday
- Closed
- Sunday
- Closed
Languages supported
- en
Contact
Phone: +17134818576 (sources disagree)
Official website: https://www.edelmanfinancialengines.com/