Edelman Financial Engines provides wealth management, retirement planning, and investment advisory services to individuals and employers.
How to reach a person at Edelman Financial Engines
Individuals (833) 752-6333
Employers (800) 601-5957
Edelman Financial Engines Responsiveness rating
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What you need to know about Edelman Financial Engines
The company responds to most customer complaints in a satisfactory manner.
- Edelman Financial Engines’ customer service response times can vary depending on the method of contact, the volume of inquiries, and the nature of the issue.
- You can resolve a problem with Edelman Financial Engines with our insider guide or through its executive contacts.
- Edelman Financial Engines’ customer service policies are standard. Here are our frequently asked questions about Edelman Financial Engines.
Edelman Financial Engines customer service response times
Edelman Financial Engines’ customer service response times can vary depending on the method of contact, the volume of inquiries, and the nature of the issue. However, here’s a general idea of what to expect:
| Phone support Individuals (833) 752-6333 Employers (800) 601-5957 | 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. |
| Email support Employers: workingwithus@edelmanfinancialengines.com Employees: advisor@edelmanfinancialengines.com | Edelman Financial Engines does not publicly list a general customer service email address for individual retail clients; clients are encouraged to use the online client portal or phone for support. For employer-sponsored plan clients and employers interested in services, dedicated email contacts are provided but are not broadly published for general inquiries. |
| 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. |
How to resolve a problem with Edelman Financial Engines
This guide on how to solve a customer service problem will help you resolve most problems with the company. You can also refer to the executive contacts below or contact our advocacy team directly.
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.Edelman Financial Engines mailing address
4000 Town Center
Suite 1800
Southfield, MI 48075
Edelman Financial Engines executive customer service contacts
Primary Contact
Aaron Rowe
Vice President of Operations
4000 Town Center
Suite 1800
Southfield, MI 48075
arowe@edelmanfinancialengines.com
Secondary Contact
Suzanne van Staveren
Executive Vice President, Chief Financial Officer and Chief Operating Officer
4000 Town Center
Suite 1800
Southfield, MI 48075
svanstaveren@edelmanfinancialengines.com
Chief Executive
Jay Shah
4000 Town Center
Suite 1800
Southfield, MI 48075
jshah@edelmanfinancialengines.com
How can I contact Edelman Financial Engines customer service?
Call (833) 752-6333 or (800) 601-5957.
Is there a fee for working with Edelman Financial Engines?
Yes, fees vary based on the services provided.
Can I access my account on a mobile device?
Yes, Edelman Financial Engines offers a mobile-optimized website.
How to get professional help with your Edelman Financial Engines problem
If you need help with Edelman Financial Engines, you can contact our advocacy team or just click the "Get Help" button. For immediate assistance, you can also send us a message on our Facebook group. Note: We do not charge for our advocacy.
Get HelpDISCLAIMER: The names, numbers and email addresses on this page are provided for informational purposes and are believed to be reliable. However, they should in no way be construed as a guarantee of their accuracy by Elliott.org. Company executives change their email addresses and phone numbers frequently to avoid contact with customers.
If an email address bounces or a phone number is wrong, please report it to us immediately through this form.