49 Financial - Austin (TX)

5 /5 Glenda Watkins: 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.

5 /5 Ken Beck: 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!!

5 /5 Jen Luong: 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!). Cant recommend Ben and his firm enough!

5 /5 Lisa Doan: 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!

5 /5 Stan Chang: Ive 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.