Edelman Financial Engines

Edelman Financial Engines provides wealth management, retirement planning, and investment advisory services to individuals and employers.

Telephone
Customer service : (833) 752-6333
Customer service : (800) 601-5957
Mailing address
4000 Town Center, Suite 1800
Southfield, MI 48075
Website
edelmanfinancialengines.com

What you need to know about Edelman Financial Engines

The company responds to most customer complaints in a satisfactory manner.

How to resolve a problem with Edelman Financial Engines

Try self-service first

Use our proven resolution methods, or Edelman Financial Engines’s self-service links below.

Contact an executive

Start with the primary contact below, then escalate step by step if needed.

Get free advocacy help

Contact Elliott Advocacy for free mediation of unresolved complaints.

Note: If you’re having customer service trouble, please use our proven methods for fixing any consumer problem before contacting a manager.

We care about accuracy. If any of the following email addresses bounce back or the phone numbers are incorrect, please report it to us immediately through this form.

How fast does Edelman Financial Engines respond?

Phone supportIndividuals Employers
Edelman Financial Engines does not provide customer service available hours for individual clients on its website. For employer-sponsored plan clients, the company states that advisors are available to assist Monday through Friday from 9 a.m. to 9 p.m. Eastern time.
Live chat
Edelman Financial Engines does not offer a live chat feature on its website.
Social media
Edelman Financial Engines is active on social media platforms such as LinkedIn, Twitter, Facebook, and YouTube.
Help center/FAQ
Edelman Financial Engines’ help center/FAQ provides quick answers to common questions regarding account access, retirement planning, investment options and fees.
Verified contacts

Edelman Financial Engines customer service executives

Maintained by Elliott Advocacy and updated regularly. Here’s how we do it →

Primary
Aaron Rowe
Vice President of Operations
Secondary
Jeff Gonzales
Director, Client Services
Chief Executive Officer and President
Ralph Haberli
Chief Executive Officer and President

Edelman Financial Engines customer service policies

Edelman Financial Engines' privacy policy describes how the organization collects, uses, and protects personal information.  It outlines how data are used for processing orders and for marketing purposes.

Edelman Financial Engines loyalty program

Edelman Financial Engines does not have a loyalty program.

Frequently asked questions about Edelman Financial Engines

Yes, fees vary based on the services provided.
Yes, Edelman Financial Engines offers a mobile-optimized website.

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