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Leverage Planners

5.0 (2 reviews)
Closed • Closed

By appointment only

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Services - Leverage Planners

Insurance planning

Investment management

Retirement planning

1 More Service

Tax planning

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2 years ago

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Edelman Financial Engines

Edelman Financial Engines

(2 reviews)

To Investors and Retirees,…read more This company has the most non-professional environment as they have no clue how to invest. When I asked for a conservative portfolio they gave me one that lost almost 20 percent in 8 months. They have zero communication skills as they never get back to you on questions. Over the three years that I invested with Don B from the Bellevue office he had my IRA earn 7 percent TOTAL. The only one making money was Edelman is my experience. When I asked for a review they left me ghosted with zero feedback. Avoid this company and Don B. at all cost as it will cost you. They are worthless just like my IRA is now... Jeff K.

In all my years of doing business I've never met such unprofessional and and flat out lying group…read moreof con artists.. After transferring my savings account into their alleged financial engine the account went down $8000 in a matter of a week largely due to the fact they didn't listen listen to my request to transfer funds.. They offered me a $1700 credit due to their errors. 2 days later they canceled my account and did not issue the credit and simply said sorry we don't like doing business with you they have another financial adviser As the one I had clearly was not on the same page with me. I was promptly told that's not an option and that if I want to sue them go right ahead which I will. This company is such a joke a joke you would be much better off just putting your money in the S& P than with these clowns

Leverage Planners - financialadvising - Updated May 2026

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