Turn your 5-Star reviews into powerful social proof
Show your best reviews to your future customers
95% of your customers read online reviews. Make it easy for them.
Mike, Adam and another 21,516 have joined the waitlist.
49 Financial - Atlanta Office logo

49 Financial Reviews

Rated 4.9 based on 42 Reviews

3101 Cobb Pkwy SE Suite 124, Atlanta, GA 30339, United States

Financial Services | Atlanta, GA

Published on
March 30, 2024
Last updated
March 30, 2024

Reviews Summary

The overall company reputation of 49 Financial - Atlanta Office is positively viewed by the customers based on the provided reviews. A recurring theme is the high satisfaction among clients with respect to the advisor-client relationship, particularly the accessibility and responsiveness of advisors like Jonathon Rice and Patrick Mundlin. Clients express a sentiment of trust and ease in the management of their retirement funds. The professional demeanor and knowledge demonstrated by the advisors are also repeatedly commended, along with the firm's ability to provide clear investment advice and periodic reviews that contribute to customer reassurance. Furthermore, clients appreciate the personal attention and customized service that aligns with their individual goals, epitomizing a client-centered approach to financial management. The company's ability to quickly adapt to market fluctuations and respond to client inquiries showcases a dynamic and customer-first mentality, which is a significant contributor to the positive customer experience reported.
Read more

What Customers Are Saying About 49 Financial?

Trustguide uses AI to extract key phrases from reviews about 49 Financial and sort them by sentiment. This gives you a quick view of what customers consistently praise or raise concerns about—without needing to read every review.

Satisfaction Score

Based on the set of reviews used to generate this report, it appears that of 49 Financial's customers had a positive experience.

Positive
Neutral
Negative

49 Financial Ratings

5

As of Based on 42 revies as of Mar 30, 2024

49 Financial Score

As of Based on 42 revies as of Mar 30, 2024

Got a busrning question about 49 Financial?

Claim your profile. Tell the world about your key services, industry customers, or other valuable information.

Customer Reviews

As of Mar 30, 2024, 42 customers have reviewed this business and rated it 4.9 Star out of 5. Trustguide conducted an in-depth analysis of 49 Financial's publicly available reviews View source

David Hahnemann rated 49 Financial 5 stars
2 years ago
I've been with 49 Financial now for approximately a year and I truly am very pleased with my advisor (Jonathon Rice), the performance on my retirement monies I have entrusted him with, and the trust and ease of mind I have with him managing these monies. I have and can call on Jonathan at any time of day or night and he either answers immediately or returns my call in a very short time. If he doesn't hear from me in a few weeks he often calls me just to tag up and see how I'm doing and ask if I have any concerns or questions.
J R rated 49 Financial 5 stars
2 years ago
Very impressed with the knowledge and professionalism of the advisors from the Atlanta office. We moved our assets to them from three other brokerage firms and are glad we consolidated. The periodic reviews they provide are reassuring and the investment advice is always described in terms we can understand. Highly recommend these folks!
Aaron Sunstrum rated 49 Financial 5 stars
2 years ago
Fantastic company branch who handles their clients very professionally and promptly. Great team underneath a strong leader, by the branch manager of the Atlanta office. Would highly recommend getting in contact with this group for any financial services inquires or for job opportunities if you are looking to start your next chapter.

Frequently Asked Questions About 49 Financial

What is the level of accessibility and responsiveness of 49 Financial advisors?

According to client testimonials, 49 Financial advisors, including those mentioned like Jonathon Rice and Patrick Mundlin, are highly accessible and responsive, providing answers and support promptly and maintaining regular communication with their clients.

How do clients feel about the investment advice offered by 49 Financial?

Clients express high levels of satisfaction with the investment advice provided by 49 Financial, noting it is explained in understandable terms. They appreciate the knowledge and professionalism of the advisors, which contribute to a reassuring investment experience.

How tailored are the services offered by 49 Financial to individual client needs?

The services offered by 49 Financial are highly personalized, with regular reviews and communication tailored to individual financial goals. Clients commend the client-first mentality and adaptive response to market fluctuations, underlining the customization of services.

About 49 Financial

Financial Services
49 Financial strives to serve people by taking a holistic approach when looking at their financial situation. Whether we can add value through implementing a full financial plan or by complementing your current financial situation, our goal is to meet you where you are.
Expand

How is this report generated

Trustguide uses AI to generate concise, neutral summaries of business reviews. By analyzing publicly available feedback from reputable platforms, it highlights common experiences, praises, and concerns. This allows users to quickly understand a business’s reputation without reading every individual review.4o
Own this business? email us at hello@trustguide.ai.
Show your best reviews to your future customers
95% of your customers read online reviews. Make it easy for them.
Mike, Adam and another 21,516 have joined the waitlist.