Business Hours
M-F 8:30am-5pm, Sa-Su Closed
Services
Registered Investment Advisors (RIA), Financial Advice, Financial Planning, Retirement Planning, Investment Management
Caroline Angell - Edelman Financial Engines Verified by Yext
Listed In: Financial Planning Consultants, Investment Services Firms
Being a financial planner combines many of my passions. I enjoy educating clients about the importance of being intentional when working toward savings and spending goals. It is very fulfilling to help families achieve goals that they never thought possible, such as funding kids’ and grandkids’… Being a financial planner combines many of my passions. I enjoy educating clients about the importance of being intentional when working toward savings and spending goals. It is very fulfilling to help families achieve goals that they never thought possible, such as funding kids’ and grandkids’ college, retiring comfortably, being able to travel or purchasing a dream home, to name a few. I live in Northport, NY, with my husband and two sons. We enjoy being outdoors and exploring new places whenever we can. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients. Read more
Caroline Angell - Edelman Financial Engines
1130 RXR Plaza, Suite 1130, Uniondale, NY
1130 RXR Plaza, Suite 1130, Uniondale, NY
Additional Business Details