Edelman Financial Engines is a prominent independent financial planning and investment management firm in the U.S., specializing in personalized wealth management, 401(k) managed accounts, and fiduciary advisory services. Formed by the merger of Financial Engines (founded by Nobel laureate Dr. William Sharpe) and Edelman Financial Services, it manages over $290 billion in assets for 1.3 million clients.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Portage, MI area, Daniel J Kasson will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
A National Investment Firm With a Heritage of Client Service Wells Fargo Advisors is one of the nation's premier financial services firms. Its brokerage business is represented by more than 15,000 Financial Advisors nationwide and was born out of the Wells Fargo & Company's 2009 acquisition of Wachovia Corporation. Our Deep Financial Services Roots Reach Back More Than 150 Years Beginning in 1879, Wachovia Securities grew through mergers with some of the industry's most respected regional and national firms, including the 2007 acquisition of A.G. Edwards, Inc., by Wachovia Corporation. Throughout their histories, Wells Fargo Advisors' predecessors were known for exceptional service based on trust and knowledge and for corporate cultures that put client needs above all else. A Non-Bank Affiliate of Wells Fargo & Company Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest, strongest, and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, and 2011, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.
Specializing in: - Financial Planning Consultants
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
