What Services Do Ric Eldeman Fees Include?


Quick Answer

Services provided by Ric Edelman and associates include financial planning and investment management for individuals and institutions, says Edelman Financial Services. EFS only advises clients in U.S states and in Puerto Rico. As of 2015, this firm has operated for 27 years.

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Full Answer

The financial magazine Barron's named EFS the #1 Independent Financial Advisor in 2009, 2010 and 2012, reports EFS. The company offers financial advice online, over the phone and at 41 office locations. EFS services over 28,000 clients using the principles of Ric Edelman, which are informed by timely academic research. In addition to providing paid, individualized advice, EFS freely offers generalized tips through its corporate website. In the site's Education Center, visitors can find advice about insurance policies, mortgage financing, college planning and retirement planning.

Ric Edelman is a best-selling financial author with over one million copies of his books collectively in print, states EFS. Particularly well-received Edelman books include "The Truth About Money" and "The Lies About Money." Edelman has hosted a finance-related radio show for over 20 years, reaching over one million listeners each week. Edelman also hosts a television program entitled "The Truth About Money," which is aired on over 200 public stations throughout the United States.

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