Edelman Financial Services LLC

This was years back; while we did get a mortgage without difficulty, we felt their costs were pricey. Had better service and price later at a credit union.

unknown

The person I met met with had prepared for the merriment and reviewed all of my personal information. We had a thorough and quick conversation that answered all of my questions and provided some additional points to ponder.

unknown

They have done an excellent job in handling my brokerage account. Mary Davis, my account representative, always returns calls promptly with the information requested. We meet each year or more often if needed to go over my account. She is always available to answer any financially related questions. There is a price to pay for such high quality service, but I get above average returns despite their fee.

We switched from another financial planner because they had better rates. They are very prompt in returning phone calls and answering any questions that you may have. We will continue to use them in the future.

I use their service all the time. Their price is pretty much same as others. Everything has been good and everything has been great. They are very professional. They were very responsive. I got into talk to them very quickly when I need to. They answer my questions. When one is talking about finances, all these are very important.

They are absolutely terrific. We have been using them for about fifteen years. They are good about getting back to us. They invest very wisely for us and we have done very well with them. They have planned so well for us that we will be able to retire in comfort. They are very open to people calling or emailing them. They have a terrific website and are all over the country now. Rick Edelman has several books and is listed as the number one financial advisor in America. We see a planner in his office but Rick is very well known. He also has a monthly newsletter. He also has a book that I give out to any young person who is getting married because it has so much useful information in it. It is fee based planning and depends upon the size of your portfolio. You can start an account with a minimum of $5,000.

I've been with him for four years and I am happy. They treat you like you are a client even though they have probably thousands of people they work with for financial planning.

We've been with them for several years. We trust them and they seem to know what they are doing. I would absolutely recommend them and we will continue to use their services.

Overall, things are going very well.

The team, including Jim, are very personable and always willing to help.

Initial interview scheduled promptly after being given checklist for information we needed to provide. We were impressed by the professionalism and felt comfortable discussing financial information. This is an ongoing relationship.

Theyre very professional, but we wont know the results for a few years. Theyre very helpful. The person who owns the company has a show on the radio on Saturday mornings and he has a lot of helpful advice. Even people who dont hire them can get a lot of useful information. There is no charge for an initial consultation. The $800 fee paid was for services we requested from EFS.

They are absolutely outstanding. We have dealt with them for many years. They did an excellent job advising my husband with his retirement plan. They do all aspects of financial planning.