Newton-Needham Regional Chamber

Edelman Financial Services

  • Financial Services
57 Wells Avenue
#31
Newton, MA 02459
(866) 752-6337
Hours:
Mon - Fri: 8:30 AM - 5:30 PM

About Us

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 read more
  • About

    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'Riain
      Associate Director, Financial Planning
      Phone: (888) 752-6742
  • Directions

    Driving Directions to Our Newton Office - https://www.edelmanfinancial.com/-/media/files/locations/efsmap-newton_ma.pdf?la=en&hash=09D62F3AFFCE3C027D5EFEDE6179B1062A87D784

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