Kevin Colleran - Edelman Financial Engines

Lisa Boren 

on Google

a month ago

Has always helped us and we trust him to give us great advice. 

Ras Riker 

on Google

a month ago

We've been working with Kevin Hamel for years and are extremely pleased with his service. He's very knowledgeable and we are extremely happy with the way our retirement portfolio is being handled. We feel secure knowing that we will be able to do what we want in retirement knowing our portfolio is being managed extremely well. 

Adam Watts 

on Google

a month ago

Kevin and his team are highly responsive, proactive, and attentive to detail. They consistently provide timely reminders regarding upcoming meetings and any actions requiring our attention. During our recent out-of-state move, they handled several administrative matters efficiently, accurately, and securely, making the process seamless for us. My wife and I are very pleased with our decision to work with Edelman Financial Engines, Kevin, and his team, and we greatly value their professionalism and support. 

Karl Kraus 

on Google

a month ago

It has been a great pleasure working with Kevin Hamel who has financially guided us through our retirement years in a measured and steady manner. He has ensured our portfolio is managed for optimal tax efficiency, wealth preservation with an eye toward the future in terms of our heirs. By combining most of our assets under one umbrella - including some funds which are not actively managed - Kevin has helped us to place all holdings into trust accounts which will avoid probate and allow heirs a more streamlined inheritance. T... read more

Annemarie Ciaverella 

on Google

a month ago

I have been so grateful to Kevin Hamel for the professional, knowledgeable and responsive handling of my financial questions and concerns for many years. He is personable and treats my account with care and sensibility for my individual financial situation.