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Eddie Lee - Edelman Financial Engines
- Finance
- Santa Clara, CA
About this business
Location details
3945 Freedom Cir #450, Santa Clara, CA, 95054, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Working with Eddie has been a game changer. He's incredibly knowledgeable, responsive, and genuinely invested in helping me succeed. With his guidance I feel confident about my financial future. His expertise, attention to detail, and strategic approach have made a meaningful difference in my financial planning. He provides clear recommendations, communicates proactively, and always ensures I understand my options. I highly recommend Eddie to anyone looking for a knowledgeable, trustworthy, and caring professional.
We've learned more from Eddie in the last 3 years than from our previous 2 investment companies.
Eddie has done an excellent job managing my retirement portfolio. He guided me through the retirement planning process, connected me with a specialist who helped me choose the right Medicare plan, and provided access to a legal service that reviewed my trust and offered helpful recommendations. His comprehensive approach and attention to detail have given me great confidence in my retirement plan. Highly recommended.
I joined EFE in I think October of 2023 with Eddie Lee. Eddie has proven to be the perfect financial advisor I could have hoped for. He seems like a life-long friend and provides me with excellent financial and planning advice. He's very accommodating to my financial needs and helps me understand the near & long term financial landscapes. Eddie was excellent in guiding me into retirement and helping me cross that bridge from relying on the corporate paycheck to being financially independent. I regularly need to draw funds fr... read more
Frequently asked questions about Eddie Lee - Edelman Financial Engines
How is Eddie Lee - Edelman Financial Engines rated?
Eddie Lee - Edelman Financial Engines has a 5 star rating with 27 reviews.
When is Eddie Lee - Edelman Financial Engines open?
Eddie Lee - Edelman Financial Engines is closed now. It will open on Monday at 8:30 a.m.
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