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Eddie Lee - Edelman Financial EnginesFinancial advisor in Santa Clara, CA

Eddie Lee - Edelman Financial Engines is a financial advisor at 3945 Freedom Cir Suite 450, Santa Clara, CA 95054, ranked #6 of 281 financial advisors in Santa Clara and rated 5.0 from 27 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Santa Clara, CAUpdated 0 paid placements in any rankingHow we rank

Call (408) 516-2489Website ↗

Key facts

Key facts about Eddie Lee - Edelman Financial Engines
Address3945 Freedom Cir Suite 450, Santa Clara, CA 95054Get directions
Phone(408) 516-2489
Websiteedelmanfinancialengines.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 27 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Santa Clara and 11 towns within 25 miles: Sunnyvale, Milpitas, San Jose, Cupertino, Mountain View, Campbell, Los Altos, Alum Rock, Saratoga, Communications Hill and Palo Alto.

Based in Santa Clara, CAView on map

Opening hours

Opening hours for Eddie Lee - Edelman Financial Engines
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Eddie Lee - Edelman Financial Engines

How is Eddie Lee - Edelman Financial Engines ranked in Santa Clara?

Eddie Lee - Edelman Financial Engines is ranked #6 of 281 financial advisors in Santa Clara by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Eddie Lee - Edelman Financial Engines’ hours?

Eddie Lee - Edelman Financial Engines is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Eddie Lee - Edelman Financial Engines serve?

Serves Santa Clara and 11 towns within 25 miles: Sunnyvale, Milpitas, San Jose, Cupertino, Mountain View, Campbell, Los Altos, Alum Rock, Saratoga, Communications Hill and Palo Alto. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Eddie Lee - Edelman Financial Engines?

Eddie Lee - Edelman Financial Engines has a rating of 5.0 from 27 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Eddie Lee - Edelman Financial Engines?

Call Eddie Lee - Edelman Financial Engines on (408) 516-2489. The business is at 3945 Freedom Cir Suite 450, Santa Clara, CA 95054. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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