Financial Engines Advisors, LLC | Financial Advisor in East Longmeadow ,MA

601 North Main Street
East Longmeadow, MA 01028

About

Financial Engines is America?s largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals.

1For independence methodology and ranking, see Investment News RIA Data Center.

36 Years of Experience



General Information
Firm Start Year:   2005
Name of Custodial Firm:   Charles Schwab
States Licensed in:   MA
Number of Years with Current Firm:   11


Qualifications & Memberships
Firm Information
Firm's Number of Clients:   9,480,515
Firm's Number of Managed Clients:   9,480,515
Assets Managed by Firm:   $134,400,000,000
Assets Managed by Advisor:   $45,143,631


Compensation & Fees
Fee Structure:   I am a Fee-Only financial professional



FAQs


DISCLOSURE

WiserAdvisor is a solicitor for Financial Engines Advisors L.L.C. (Financial Engines), a federally registered investment adviser. As a solicitor, WiserAdvisor may share with Financial Engines your contact and other personal information to facilitate your introduction as a prospective client. Financial Engines pays WiserAdvisor a referral fee in the amount of up to $125 for each prospective client lead WiserAdvisor provides to Financial Engines. This referral fee is paid solely on a lead basis and is not contingent on whether the prospective client becomes a client of Financial Engines. This referral fee is paid by Financial Engines and will not be passed on to you. If you engage Financial Engines as your investment advisor, any investment advisory fee you pay will not be affected in any way by the referral arrangement between Financial Engines and WiserAdvisor. WiserAdvisor is not an agent, representative or affiliate of Financial Engines, and WiserAdvisor does not provide investment advice on behalf of Financial Engines. More information about Financial Engines is available in its Disclosure Brochure (Form ADV, Part 2), which is available here: https://legaldocs.financialengines.io/Master/FEA_ADV2A_B.pdf. If you would like to receive a copy of the Disclosure Brochure by mail, you can request one by calling Financial Engines at 1-800-601-5957.

Jim Furlong

Jim Furlong

Biography


Joined Financial Engines in 2005. Began his career in the financial services industry in 1980.
Successfully completed the Series 4, 7, 24, 53, 63, and 65 examination(s) administered by FINRA.
Board member of The Adoptive Parents Committee and President of the Enfield Dolphins Recreational Swim Team.
Hometown is Bay Shore, N.Y.
Married to Susan. They have five children: Shawn Marie, Michael, John, Allison, and Robert.