WOODLAND HILLS—On Friday, September 28, a new business sprouted up in the city when investment management firm Edelman Financial Services LLC officially opened offices in the area.
Located at 21550 Oxnard St., Suite 950, the firm is headed by financial advisor, author, and talk show host, Ric Edelman. His company provides financial planning and investment management services for individuals and families, as well as 401(k) plans and institutional investment management for businesses.
The decision was made to open an office due to high demand, according to a news release.
Edelman, a 25-year veteran of the financial industry, has offices in 13 states while managing $7.9 billion for more than 17,000 clients across the country as of June 30, 2012. While most investment firms only serve the wealthy, Edelman reportedly offers assistance to those who are not yet millionaires.
“Although many of our clients have a high net worth, the vast majority of our clients are not in that exclusive realm. Our clients typically are middle class folks trying to pay for college for their kids while trying to secure their own retirement. It’s an honor to serve them,” Edelman said.
While most investment companies are corporate owned, Edelman Financial is one of the few that remains independent. In fact, Edelman himself has been named #1 Independent Financial Advisor three times according to Barron’s ranking of the Top 100 Independent Financial Advisors in 2009, 2010, and 2012. The ranking was based on assets under management, revenue generated for the firm, and the overall quality of the practice.
For investment advice and other financial planning services, or to speak with an advisor call (888) 752-6742 or visit www.ricedelman.com.
© Copyright 2011 by canyon-news.com