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Edelman Financial Services

  • Financial & Investment Services
25 Burlington Mall Road
#405
Burlington, MA 01803
(866) 752-6337
866-PLAN-EFS
Hours:
Mon - Fri: 8:30 a.m. - 5:30 p.m.

About Us

Edelman Financial Services is a national, independent firm of financial advisors with financial planners located in Burlington. We are one of the nation’s largest independent financial planning and read more
  • About

    Edelman Financial Services is a national, independent firm of financial advisors with financial planners located in Burlington. We are one of the nation’s largest independent financial planning and investment management firms, with more than $21.6 billion in assets for more than 36,000 families (as of March 31, 2018). Our founder, industry leader Ric Edelman, is ranked by "Barron’s" as one of the nation’s top advisors. For more than 30 years, our team of experienced advisors has helped families just like yours achieve their financial goals by providing personalized financial planning and investment strategies.

    Important Disclosures: http://ow.ly/Sf2pz

    Advisory services offered through Edelman Financial Services, LLC. Securities offered through EF Legacy Securities, LLC, an affiliated broker/dealer, member FINRA/SIPC.

    According to "Barron’s," “The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor’s practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by each client’s risk tolerance. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.” Only advisors who apply are ranked. “The Top 100 Independent Financial Advisors” was published Aug. 27, 2012; Aug. 28, 2010; and Aug. 31, 2009.

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  • Whom to Contact

    • Jared Rubin
      Associate Director, CFP
      Phone: 339-234-5600

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