Oltmann Melodi J CPA - Giddings (TX)

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.

Elite Nurse Aide Training Ryan and Sharon are the absolute BEST. They exceeded all my expectations when educating me on financial planning. As an inexperienced investor, they were able to answer all my questions and allowed me to voice questions and concerns without judgement. This was not the case with previous companies. If you want security and peace of mind, they are the ones for you.

Earl Greer I spoke with Derrick today about our accounts to get some clarity. He was very friendly, cordial, and extremely knowledgeable. Knowing my way around in the investment community, I was extremely impressed by his insight and how quickly he answered every question. I would strongly recommend his services as a financial planner and investment advice. His knowledge is well worth the advisor fees from Edward Jones.

Andy Zapata Best Insurance in Town!

Kenny Ta First time using financial planning and tax office. All I have to say was amazing. Olu was amazing and very helpful. He went through with us line by line. We will definitely come back next year.

Luis Gardea Came here for a loan and the staff was very friendly and helpful.