Courtney B.
7/7/2014
Unfortunately, they're customer service is rated low due to complete robot slow responses. I called today to hear generic reading off of a staged card for a normal question. They may be fine in...
Financial Engines
Permanently closed
(2)
1804 Embarcadero Rd
Palo Alto, CA 94303
Financial Engines is an independent financial advisory firm based in Palo Alto, CA, with offices nationwide. With a team of experts, they offer a team approach to wealth planning, providing integrated advice and strategies in financial planning, retirement planning, investment management, insurance guidance, tax planning, and estate planning. Trusted by over 1.3 million clients, including 103 Fortune 500 companies, Financial Engines aims to help individuals and employees build a secure financial future.
Recognized as an industry leader, Financial Engines has been awarded by Barron's as an independent financial advisory firm from 2018 to 2023. They prioritize a personalized approach to wealth management, helping clients unlock their financial potential and achieve their goals at every stage of their career. With a focus on education and expertise, Financial Engines is committed to providing meaningful conversations and comprehensive financial solutions.
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Reviews
1.52 reviews
Kelley W.
4/27/2018
My father had been with this firm for years (started when it was Mutual Fund Store), upon my dads very untimely passing , I was amazed that my Dad kept them around. Our first meeting with his...
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