Edelman Financial Services
- Financial Services
Edelman Financial Services is a national, independent firm of financial advisors with financial planners located in Newton. We are one of the nation’s largest independent financial planning and investment management firms, with more than $21.6 billion in assets for more than 36,000 families (as of March 31, 2018). Our founder, industry leader Ric Edelman, is ranked by both Barron’s and Forbes as one of the nation’s top advisors. For over 30 years, our team of experienced advisors has helped families just like yours achieve their financial goals by providing personalized financial planning and investment strategies.
Important Disclosures: http://ow.ly/Sf2pz
Advisory services offered through Edelman Financial Services, LLC. Securities offered through EF Legacy Securities, LLC, an affiliated broker/dealer, member FINRA/SIPC.
Whom to Contact
- Fearghal O'RiainAssociate Director, Financial PlanningPhone: (888) 752-6742
Driving Directions to Our Newton Office - https://www.edelmanfinancial.com/-/media/files/locations/efsmap-newton_ma.pdf?la=en&hash=09D62F3AFFCE3C027D5EFEDE6179B1062A87D784