Financial Consulting Bethesda

Edelman Financial Engines

Financial Consulting Bethesda
Connect with a Financial Planner

Address
6550 Rock Spring Drive
 
Suite 510
Place
Bethesda, MD   20817 
Landline
+18337526333
Twitter
@edelmanFE
Facebook
795872957224788
Website
www.edelmanfinancialengines.com

Description

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Bethesda is here for you, serving Montgomery County and points north. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

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Opening hours

Bios

  • Ann Crehan

    Executive Director, Financial Planning

    Link: Ann Crehan

  • JB Liebstein

    Executive Director, Financial Planning

    Link: JB Liebstein

  • Kevin Colleran

    Director, Financial Planning

    Link: Kevin Colleran

  • Kevin Hamel

    Director, Financial Planning

    Link: Kevin Hamel

  • Lavonne Patterson

    Director, Financial Planning

    Link: Lavonne Patterson

  • Ryan Poirier

    Director, Financial Planning

    Link: Ryan Poirier

  • Surendra Dave

    Director, Financial Planning

    Link: Surendra Dave

Categories

Financial Consulting
+18337526333 +18337526333 +18337526333

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