49 Financial - Austin, Texas

49 Financial is a financial planning firm that can be found at Address: 916 S Capital of Texas Hwy Ste. 2.100, Austin, TX 78746. You can give them a call at Phone: 22417341. To learn more about their services, you can visit their website at Website: 49financial.com.

This company specializes in Financial planner. and offers a variety of services to help individuals and businesses with their financial planning needs. Some of their services may include retirement planning, investment management, tax planning, and estate planning.

One of the standout features of 49 Financial is their commitment to accessibility. They offer Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended. making it easy for everyone to visit and consult with their team of experts.

49 Financial has received a great deal of positive feedback from their clients, with 275 reviews on Google My Business. and an impressive Average opinion: 5/5. This is a testament to the high-quality service and expertise they provide.

If you are looking for a financial planning firm that is dedicated to helping you reach your financial goals, 49 Financial is an excellent choice. They have the knowledge and experience to help you make informed decisions about your financial future, and their commitment to accessibility makes it easy for everyone to take advantage of their services.

It is recommended to visit their website Website: 49financial.com. to learn more about the company, their services, and how they can help you with your financial planning needs. Don't hesitate to contact them today to schedule an appointment and start working towards a brighter financial future.

Reviews of 49 Financial

Lisa Doan

5/5

I am so thankful for 49 Financial and all that they have done to help get my finances in order. When I transitioned out of corporate into the non-profit sector, Benedict Lee helped me roll over my 401K into an IRA and explained every step along the way, giving suggestions and recommendations on what would be best for my financial and retirement goals. Overall, advisors at 49 Financial are professional and incredibly knowledgeable with all things finance. They are full of character and integrity. They offer excellent service and truly stand behind their core values. I always and will continue to always recommend 49 Financial to anyone!

Stan Chang

5/5

I've been working with some great people at this Company. Jeremy and Benedict have super helpful and have been there every single step of the way. I can totally trust what they are doing and the advice they give. Love what they stand for and their vision. And of course, they have saved me money while making more from my investments.

Duane Mize

5/5

What a refreshing and caring group financial planners. Jonathan and Patrick laid out a plan that consolidated all my investments and provided a strategy that balanced risk and protection to meet my comfort level. The strategy was easy to understand, and they took the time to walk me through why it was right for me. I'm 7.5 years from retirement and feel more confident in my ability to retire on time and live comfortably. There was no pressure to buy additionally life insurance or any other products or services. They respond immediately to calls, texts, and emails to address any concern I might have. Great service and I never feel rushed when speaking with them.

Glenda Watkins

5/5

We have been with 49 Financial for awhile now. We cannot say enough good things about Paul and Benedict. They are both very kind, intelligent, and so very fun to talk to. We are of retirement age and greatly benefited from their knowledge and strategy for our age and situation. We are so very thankful for them and know they will take care of everything.

Jen Luong

5/5

49 Financial has been so helpful to me. Finances was never a language I was fluently literate in. Benedict Lee has been super patient in teaching, guiding, and helping me in making decisions that will best suit my financial goals and needs. Our meetings have always been professional & informative! He even keeps updated when life changes happen (he walked my husband and I through our finances after we got married!). Can't recommend Ben and his firm enough!

Ben Behrman

5/5

Amazing financial services with excellent customer service. I've worked with Noah and Michael and they have been very professional and helpful. They aim to understand my current financial situation and goals, not just push their service on me. All around great experience and I would reccomend 49 Financial to anyone looking for wealth management advice.

Cory Smith

5/5

These guys do a great job of taking the time to understand individual needs, which enables them to formulate a tailored plan for your finances unlike some other companies that push the same, outdated financial plans. There are a lot of talented and experienced individuals at 49 Financial who really want to help their clients succeed. I couldn't recommend the company any higher, and I strongly advise everyone to schedule a consultation to understand how they can serve you.

Ken Beck

5/5

We have had a great experience working with Benedict Lee and the team of advisors at 49Financial. They are very conscious of their corporate values and care about their customers. They are extremely accessible, prompt to return calls, knowledgeable about their industry, and provide excellent customer service. I highly recommend Benedict and 49 Financial!!