49 Financial - Dallas Office - Dallas (TX)

5 /5 TK Campbell: We havent had a financial planning advisor before, but we shouldve teamed up with 49 Financial a long time ago! Truly a different kind of company-- integrity and a true desire to put our interests first. They spent a long time listening to us talk about our needs and wants and then telling us how they can assist us get to the goal line! Dean Dillenberg really impressed us with his professionalism and knowledge, and his co-worker Liv Shin is enthusiastic and eager to help us find the right investment options. We would highly recommend you give them a call.

5 /5 Lee Siegel: Paul and Jeff have been amazing to work with. The were extremely thorough in evaluating my investment plans and helped come up with a strategy that I felt comfortable with. It’s nice working with true professionals that understand your needs and work in tandem to come up with a financial plan that makes sense.

5 /5 TJ LSU: My wife and I worked with Dalyn and Kyle over a year ago. We had not had a comprehensive review of our situation in well over a decade. We were truly impressed with the ease and comfort created by a team that is not judgmental but genuinely invested in YOU. They took the time to get an understanding of where we were at the time and where we wanted to be in the future. Their depth of knowledge and values thinking brought us great confidence. With a commonsense approach we were able to address many different aspects of ‘financial future’ that we did not know could me managed with a single firm. We have come to enjoy a relationship that was not one and done, but rather a full-time partnership working towards our long-term goals.

5 /5 Brian K.C.: I was very reluctant to turn over our finances to a company that I really didnt know. But, after meeting and discussing the pros/cons with Tim Rodgers and Kyle Sims, I was very much at ease with letting go the worry and constant thinking of what to do about things in the future. 49 has our retirement account and have been very helpful in getting my current 401K set up with the right choices, plus helping us through Long-Term Care options. I fully trust them both and would recommend them and 49 Financial to anyone......Brian & Angela C.

5 /5 Carrie Alexander: I am so happy to have moved to 49 Financial! I love the team aspect they have at 49. I’ve never felt that anyone was just trying to sell us different products. I feel they truly have our best interest at heart. Mitch is our advisor and he is knowledgeable, timely in his responses and always looking for new ways to help our money grow! I can’t say enough good things about the Dallas office and the people there!