49 Financial - Atlanta Office
3101 Cobb Parkway Southeast, Atlanta, Georgia 30339
About the Business
49 Financial - Atlanta Office is a values-based financial planning firm located at 3101 Cobb Parkway Southeast in Atlanta, Georgia. Our team of knowledgeable advisors is dedicated to simplifying the complex world of finance so that you can focus on what matters most to you. We believe that financial success is more than just numbers, which is why we take the time to get to know you and your unique goals.
Partner with us to build a comprehensive financial plan tailored to your needs and circumstances. We provide you with the tools and knowledge needed to make informed decisions about your finances. As your partners, we are here to guide you through every step of the process, from establishing your plan to achieving your goals.
49 Financial has chosen Charles Schwab & Co., Inc. as the primary custodian for our clients' accounts, giving us access to a wide range of products and services to better serve you. Our team at 49 Financial, along with 49 Wealth Management, LLC, are here to help you make informed decisions about your financial future. Contact us today to start planning for a brighter tomorrow.
Photos
Hours open
Monday:
08:00 - 17:30
Tuesday:
08:00 - 17:30
Wednesday:
08:00 - 17:30
Thursday:
08:00 - 17:30
Friday:
08:00 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"Jonathan Rice has been more than helpfully with his advisory skills ensuring our retirement portfolio has been invested in the most aggressive and yet safe funds. He is an asset to your firm and to its customers."
"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!"
"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."
"My wife and I started using the financial services offered by 49 Financial and couldn't be happier. We've worked with Patrick directly, and he's always provided exceptional service and speedy communication!"
List of local businesses, places and services in Georgia
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos