Wasted hours gathering "ALL" documents that were requested, met with an advisor, and zero follow-up, no phone call, follow-up meeting etc. Had a better experience buying goldfish at Petco:
Gourmet Greg C.
11/5/2025
(4)
Wasted hours gathering "ALL" documents that were requested, met with an advisor, and zero follow-up, no phone call, follow-up meeting etc. Had a better experience buying goldfish at Petco:
Responded to a letter and all I got was a lot of spam following the phone call to get more information
I had the most horrific experience with Edelman. I gave them my entire savings and with one week my account was down $8000. They did make some errors in moving my funds which resulted in a...
The Director of Financial Planning at Edelman is not required to be a Certified Financial Planner. Check the credentials before you dive in.