Elliot Herman - Edelman Financial Engines

Debra Silveira 

on Google

a month ago

We have used Elliot Herman and his company for over 25 years. His guidance and financial planning built a solid foundation for us to plan for our future and to also support expenses such as college tuitions along the way. There were some bumps in the road with the 2008 financial crisis and the Covid crisis but Elliot always kept us focused on our long term goals, staying the course and weathering those market downturns. We are now retired and living a comfortable lifestyle thanks to Elliot. 

jeff turner 

on Google

10 months ago

Elliot Herman and his team are simply exceptional. They treat us like part of the family and have provided excellent advice and planning as we enter our retirement years. We can sleep soundly at night knowing that our financial future is in good hands. Thank you! 

Kevin Donase 

on Google

10 months ago

Elliot Herman and his entire financial team at Edelman Financial Engines are truly top-notch. They have been exceptional stewards of our family’s wealth and financial well-being. I highly recommend this firm to anyone seeking a trusted financial advisor capable of addressing a wide range of financial needs. Their responsiveness is outstanding—they always follow up, no matter the question. The firm also offers extensive resources and valuable insights across many financial topics that may arise.