Edelman Financial Engines

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11 North St
Canandaigua, NY 14424
+1 (585) 244-3000
https://www.edelmanfinancialengines.com

Edelman Financial Engines, located in Canandaigua, NY, offers comprehensive financial planning services tailored to meet the diverse needs of clients. With a strong focus on personalized goal setting and ongoing support, the firm has successfully guided over 1.27 million clients and manages approximately $308 billion in assets as of June 2025.

Recognized as an independent financial advisory firm for several consecutive years, Edelman Financial Engines provides a holistic approach to wealth management, retirement planning, tax planning, and estate planning. Their dedicated team ensures that clients receive actionable insights and guidance, allowing for a deeper understanding of their financial landscape.

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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 Rochester is here for you, serving Monroe County and the surrounding counties of Wayne, Ontario and Livingston. 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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United States›New York›Canandaigua›Edelman Financial Engines

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