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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 |
I cannot recommend Eddie Lee highly enough. I started working with him while I was taking care of my mom and before facing an unexpected layoff, and his guidance completely changed what could have been a terrifying situation. He made transitioning into retirement financially manageable, giving me immense peace of mind during a major life transition. Eddie Lee is incredibly responsive and always there for me whenever I have a question or a concern. What I appreciate most is that he doesn’t just focus on numbers; he focuses on... read more
Very fortunate to have Eddie supporting us as we move towards retirement. Knowledgeable- patient- always available. Thanks Eddie
Eddie Lee has been our financial advisor for nearly four years. During that time I sold a business, my wife and I both retired, and we sole our primary home. Eddie has been a trusted advisor every step of the way, providing guidance and managing our assets to maximize return and minimize taxes. He is very responsive to any question, and always delivers on his promises. I endorse Eddie without reservation.
Eddie Lee is a very good financial planner. I trust him with my retirement income. He meets all my financial needs. Eddie is also very responsive to all my questions and requirements.
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 12 reviews.
When is Eddie Lee - Edelman Financial Engines open?
Eddie Lee - Edelman Financial Engines is closed now. It will open at 8:30 a.m.
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