Services Offered
Retirement Planning
Comprehensive analysis and strategies to secure your financial future, including cash flow projections and tax considerations.
Investment Portfolio Management
Personalized management of 401k and other investment accounts with a focus on long-term growth and risk mitigation.
Financial Consulting
Expert advice on critical financial decisions, tailored to individual needs and life stages.
Cash Flow Analysis
Detailed tools to evaluate income, expenses, and market impacts for optimized financial planning.
Customer Support and Guidance
Responsive service with prompt feedback and stress-free discussions for all client inquiries and concerns.
Reviews
3.7(3 reviews)
Rating Distribution
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Sknaht Uoy
via Google
almost 6 years ago
Do not trust this financial engine because I lost 11.1% from my 401k account when i used this system only 1 month. When market up or down i saw my account lost money day after day as I keep track. It burned my money at all. So bad
K
Karen Casausvia Google
about 6 years ago
I have been a client of Edelman Financial for several years now. Brad Mauer manages my portfolio along with Mo Basit. The level of customer service and professionalism that Brad and Mo provide is unsurpassed. Discussions regarding money and retirement matters can be quite stressful, but Brad and Mo always make my experience stress free while providing the advice that I need to plan for a secure future. I always feel welcome to call with questions or concerns, and always receive prompt feedback to any inquiry that I have. I am very pleased with my experiences with Edelman, and would highly recommend them for your financial needs. Great team! Many thanks to Brad and Mo for their guidance and support.
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Ted S.via Google
about 6 years ago
My wife and I have been extremely pleased with the financial planning and investment support received from Brad Maurer, ably assisted by Moe Basit. Before retirement, we had some critical decisions to make, and we were given all the analysis and discussion time needed to make them properly. Further, the cash flow analysis tool they use takes all significant considerations into account, e.g., taxes, the time value of money, potential impact of recessions on returns, etc. Experienced, capable, and pleasant to work with, I highly recommend them.
