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Surendra Dave - Edelman Financial Engines
- Other
- Bethesda, MD
About this business
Location details
6550 Rock Spring Dr Ste 510, Bethesda, MD, 20817, 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 |
Surendra makes us feel very comfortable. He is very knowledgeable and easy to talk to. He is very patient with us and helps us make educated decisions.
I have had an excellent experience inworking with Surendra. He undersatands my situation and needs. H fe keeps updated as needed. THe eulsts i my investments have bben excellent. It is a pleasure to work with him.
My wife and I are very pleased and reassured with the sound fiscal advice provided by our financial advisor Surendra Dave at Edelman. He listens attentively and addresses our concerns - which are many as we approach retirement. We are so pleased with our overall experience with Surendra and his team at Edelman that we recommended our daughter to Surendra and now she and her young family are also happy clients.
My wife & I are fortunate enough to be enjoying successful careers. Despite this, we were woefully unprepared when it came to long-term retirement planning. This led us to Edelman Financial Engines and Surendra Dave. With Surendra’s comprehensive approach to securing our financial future, we now not only have a roadmap to our retirement, but much more. He guided us to legal help for wills and medical directives, insurance & tax insights, and much more. I can sleep better at night knowing I have a partner watching over us as ... read more
Surendra Dave is an great asset to me, my family and Edelman Financial Engines.
Frequently asked questions about Surendra Dave - Edelman Financial Engines
How is Surendra Dave - Edelman Financial Engines rated?
Surendra Dave - Edelman Financial Engines has a 5 star rating with 7 reviews.
When is Surendra Dave - Edelman Financial Engines open?
Surendra Dave - Edelman Financial Engines is closed now. It will open on Monday at 8:30 a.m.
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