Edelman Financial Engines is a financial advisory firm built around the belief that people should have access to objective financial guidance and a trusted financial advocate. The company combines pro...
Edelman Financial Engines is a financial advisory firm built around the belief that people should have access to objective financial guidance and a trusted financial advocate. The company combines professional expertise with technology and a client-focused philosophy. Edelman Financial Engines emphasizes fiduciary responsibility, personalized relationships, and putting clients’ interests first as central elements of its organizational identity.
I am very happy with the services and guidance provided by Mark and his team. In addition the initial financial retirement plan that we have put in motion, Mark has been there to help my wife and I navigate some important decisions that we have sought help with since he has become our advisor.
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About Business
Kelly J. Shultz is a financial advisor affiliated with Edward Jones. She has built her professional identity around personalized client relationships, financial guidance, and helping individuals work...
Kelly J. Shultz is a financial advisor affiliated with Edward Jones. She has built her professional identity around personalized client relationships, financial guidance, and helping individuals work toward their long-term financial goals. She has an established professional presence and emphasizes understanding clients' individual circumstances and priorities. Her background and approach reflect a focus on building lasting relationships and providing thoughtful financial guidance.
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Customer Review
Kelly has an amazing business acumen. I referred my husband‘s aunt to see her and she has spent tireless hours working to figure out the mess of a financial situation we’re dealing with. She has an extreme patience dealing with our aunt that has memory issues. She’s gone above and beyond what any other financial advisor I’ve ever seen do by helping us recover thousands in unclaimed property from the state. I’m in the process of referring my whole family to her because of the amazing job she does. You can’t buy trust and Kelly has proven herself time after time. I highly recommend choosing Kelly as your financial advisor!
SAFE Financial Services With more than 12 years of experience in the financial services industry, James Kline is a dedicated Financial Advisor at SAFE Financial Services, specializing in retirement pl...
SAFE Financial Services With more than 12 years of experience in the financial services industry, James Kline is a dedicated Financial Advisor at SAFE Financial Services, specializing in retirement planning, investment management, and long term wealth preservation. Known for a thoughtful, client centered approach, James partners with individuals and families to build financial strategies that seek to support both immediate goals and lifelong independence.