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Last time updated: 3/20/26, 4:03 AM
Schedules
M-F 8:30am-5pm, Sa-Su Closed
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About

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. I enjoy running, hiking and taking walks with my two dogs. 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.

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Frequently Asked Questions
Which days is Caroline Angell - Edelman Financial Engines open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Caroline Angell - Edelman Financial Engines main services?
Registered Investment Advisors (RIA), Financial Advice, Financial Planning, Retirement Planning, Investment Management.
Attention business owner!
Register your business now and enhance your global reach with iGlobal.
Start now!
Schedules
M-F 8:30am-5pm, Sa-Su Closed
Attention business owner!
Register your business now and enhance your global reach with iGlobal.
Start now!
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