Elliot Herman - Edelman Financial Engines
Financial Consulting Quincy
- Landline
- (617) 430-4817
- @edelmanFE
- EdelmanFinancialEnginesQuincyMA
- Website
- www.edelmanfinancialengines.com
Description
I became a financial planner to help people make confident decisions, avoid costly mistakes and build lives that reflect their values—not just their bank balances. What drew me to this profession was the human side of finance; every client has a story, a set of goals and a unique relationship with money. I see my role not just as a planner, but as a partner – someone who listens, educates and helps translate complex financial concepts into clear, actionable steps. Outside of work, I’m always finding ways to keep my body and mind as fit as possible, from playing sports and word games to volunteering and exploring new places with my family in Massachusetts. I also find it rewarding to provide financial coaching services to cancer patients at Dana Farber. A little-known fact about me: I once co-wrote a song with a woman who won Best New Artist in Boston. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.
Keywords Financial Advisor, Financial Planner, Retirement Planner, Investment Management, Investment Advisor, Financial Services, Wealth Management, Wealth Advisor, Wealth Adviser, Wealth Management Firm, Financial Planning Firm, Financial Firm, Retirement Planning Services.
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Financial Consulting(617)430-4817 (617)-430-4817 +16174304817 (833)752-6333 (833)-752-6333 +18337526333