George Atuahene Im very skeptical of most advisors but have had a great experience with this firm so far. Comprehensive suite of services, very accessible and highly relational approach. Kate never tries to hard-sell me on anything, patiently answers my questions and works around my schedule. Highly recommended.
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.
Bob Budweiser Imagine an office delivering financial services in the 80s slowly and ackwardly managing communications by fax machine... Thats what we experienced.