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49 Financial Reviews Summary

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Financial Services | Atlanta, GA

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

Trustguide Rating

TrustScore®
A+
A
B
C
D
F
Graded by
Trustguide®

This rating reflects Trustguide's opinion about the organization's customer feedback published on review platforms.

What do customers say about 49 Financial?

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, carefully extracting sentiment phrases to help users understand customer experiences.

This report was generated using data from publicly available review platforms. To learn more about verification and authentication of reviews, please visit the respective review platform. View source

Created by
Trustguide
Published on
March 30, 2024
Last updated
March 30, 2024

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49 Financial's customer reviews analysis

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.

Positive Feedback

One of the key positive aspects highlighted by customers is the personalized and accessible service provided by 49 Financial's advisors. Reviewers mention the ability to reach their advisors anytime, noting their prompt responses and proactive communication. The trust in the firm's handling of retirement assets and the comfort this provides to clients is particularly emphasized. In terms of expertise, clients are impressed with their advisors' knowledge and professionalism, further substantiating the trust placed in the firm. Clients also express satisfaction with the company's explanations of investments that are easily understandable, aiding in informed decision-making. Additionally, 49 Financial's dynamic approach in adjusting to market changes and the perceived value in consolidating assets under their management serve as strong endorsements for their tailored financial services.

Concerns and Threads

The reviews provided do not reflect any explicit negative aspects of customer feedback for 49 Financial - Atlanta Office. All customers share positive experiences without mention of dissatisfaction or areas of improvement. Therefore, based on the available data, it is not possible to objectively report on negative feedback. Future reviews with critical content might be necessary to identify and delineate any drawbacks or areas that might be affecting customer experience negatively.

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.

Recent customer reviews and testimonials for 49 Financial

49 Financial
David Hahnemann
5-Star
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.
49 Financial
J R
5-Star
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!
49 Financial
Aaron Sunstrum
5-Star
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.
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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.

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49 Financial

Overall Rating

TrustScore®
A+
A
B
C
D
F
Verified by
Trustguide®
Overall Rating
4.9
/5
42
reviews
Excellent
Good
Average
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Poor
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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.
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