About Us

• Our branch offices are temporarily closed to all pedestrian traffic. Please call if you need to reach one of our planners. The Edelman Financial Engines planner office in Duluth is located near the Sugarloaf Mills area with quick access to Highway 85. Through a personalized investment plan, we can assist you with a 401(k) rollover to a professionally managed account, saving for a child’s education or developing a retirement strategy.