49 Financial Reviews

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.

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.